Independent Financial Adviser
More information

Qualifications

DipPFS
CeMAP

Location

Based in: 
Hartlepool
Covers: 
County Durham
Tyne and Wear
Northumberland

Rachel Storey

About me

I have over 20 years experience in financial services with 12 as an IFA.

I have spent the last five years specialising in pensions, investments and alternative investments for individual clients. I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver quality advice for the long-term.

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more