Speak to a team member now

or

Rachel Wood

Independent Financial Adviser

I’ve spent the last 10 years in financial services, working my way from administrator to adviser, which means I understand the journey inside out and where clients often feel stuck along the way.

My focus is retirement planning and cashflow modelling, helping people see what’s possible with their money and turning “I’m not sure” into a clear, confident plan.

I keep things simple, honest and jargon-free, creating a space where clients feel understood, in control, and able to make choices that genuinely reflect what matters most to them.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Locations

Based in

Scotland

Covers

Aberdeen City, Aberdeenshire, Highlands

close icon
Family sat together in garden

Send an email to Rachel Wood

"*" indicates required fields

This field is for validation purposes and should be left unchanged.