Our Team

Rachel

Office Manager

Rachel has over 17 years’ experience within the financial services industry and holds both a CeMAP qualification and a Diploma in Financial Planning.

Having previously worked as an advisor and paraplanner, Oakwood were delighted to welcome Rachel to our team in October 2022 where she has gone from strength to strength, being promoted to Office Manager in 2024.

Outside of work, Rachel is a member of a choir which raises money for charity. She also enjoys live music events, yoga, beach walks, travelling, and socialising with friends.