Meet The Team

Rachel Wheatley

Will Writer & Administrator

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Arrange a free consultation to discuss your financial options with Rachel.

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Meet The Team

Rachel Wheatley

Will Writer & Administrator

Rachel has over two decades of experience in financial services and became a fully qualified Will Writer after seeing that legacy planning was frequently ill-considered in the industry.

Formerly in retail banking, Rachel also has experience with mortgages and all aspects of financial administration.

Rachel is married to John and they have six children. She is involved with the Wisborough Green Primary School and enjoys a variety of fitness pursuits – where she ran her first marathon in 2018. Her main passion remains to be yoga.

Helping you from home.

We’ve made changes so you don’t have to. In response to COVID-19, we’ve made our services available from the comfort of your home while prioritising your security. Have any worries? Get in touch to discuss how we can help.

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