Rachel Stewart
Chartered Financial Planner, Fellow of the Personal Finance Society
With two boisterous young boys I know how crazy life can get! My aim is to take some of the strain and help families through the generations manage and grow their hard earned money efficiently. My approach is always with loved ones, lifestyle and health at the forefront.
About
I am a multi-award winning Chartered Financial Planner and was accepted into Fellowship in 2023. Most recently I am delighted to take on a role as Trustee for local charity The Ridge.
My approach to financial planning matches what I wish I had experienced in the past, when seeking advice as client in my previous career as a lawyer. I provide advice which is relatable, jargon free and which is tailored to my client's own values.
Since founding my business I have had the pleasure of presenting webinars and seminars on financial planning to the Devils at the Faculty of Advocates, ESPC, Law Society of Edinburgh and Investing Women to name a few. I really enjoy talking through my analogy of a solid financial plan and the feedback has been fantastic.
When I'm not sketching out concepts and ideas with clients I can be found doing various action adventures with my two young boys and walking my (slightly crazy) dog Harry around the beautiful countryside here in East Lothian.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
