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Rachel Ruston
Paraplanner

“I love being a Paraplanner. I really enjoy writing reports for our clients and helping them to achieve their financial goals. We have a great team here at Wealth Matters and I’m fortunate enough to be able to flex my working hours around my family life. This means I won’t miss out on those important ‘first’ moments while also having a deeply fulfilling career.”

Profile
  • Rachel joined Wealth Matters in 2016
  • Has been working in financial services since she graduated in 2010
  • Took a break from Wealth Matters between 2019 and 2022 to have her two children
  • Now very family orientated, she enjoys spending as much time as she can with her children through flexible working that allows hours to suit her family life
  • As a Paraplanner, Rachel enjoys research, report writing and producing complex cash flow models
  • Loves working to deadlines and works well under pressure

 

Qualifications

 

  • Law BA Hons (1st Class Honours) – 2010
  • Diploma in Regulated Financial Planning – 2017
  • STEP Certificate for Financial Services – Trusts and Estate Planning – 2018

 

Telephone: 01582 720511

Email: rachel@wealth-matters.co.uk

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