Image of Rachel Jones

Rachel Jones

Chartered Financial Planner

Email me

I am a Chartered Financial Planner at BpH Wealth:

As well as having my own clients, I support Partner, Simon Brown. I prepare financial planning reports, client cashflows and provide technical support and analysis. I enjoy working with older clients, ensuring they understand what we do, explaining what are sometimes complex issues with clarity and empathy.

I began my career in financial services in 1993 as a graduate paraplanner for one of the first financial advisers in the UK to embrace fee based financial planning. I was a fully qualified financial adviser, specialising in group pensions in the motorsport industry which included Formula 1 teams in the UK.

I have also worked as a technical trainer for NPI, advising and supporting financial advisers and NPI staff in obtaining their qualifications and enhancing their technical knowledge. I strongly believe that financial services can only be respected as a profession through continued study and completion of industry qualifications. I have worked with the Chartered Insurance Institute since 2000 in various consultancy roles with responsibility for compiling pensions examinations and monitoring marking teams to support this belief.

Time with us:

I first started working at BpH Wealth in 2004 on compliance and reporting projects as a self-employed consultant. In 2008, I joined BpH Wealth as an employee and became an adviser in 2015.

Qualifications:

Advanced Diploma in Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Chartered Financial Planner

In my spare time:

I enjoy running, swimming, theatre and time with my family. I have recently taken up skiing and I sing for a choir who perform for the local community and fundraising events. I am also a founder member of a local book group.