Rachel Kerr

After a long career in financial services, I am thrilled to be back living in Warwickshire, helping professionals, business owners and families to put a clear financial plan in place so they can protect, manage, and grow their wealth. 

I know first-hand how overwhelming it can be to juggle everything on your plate - your business, your family and your finances. That is why I am so passionate about helping people with a clear plan, I want you to feel confident in your choices so you can focus on what matters to you the most.