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Rachel Jones

Chartered Financial Planner

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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.


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.