It is often said that one of the most important steps you can take in order to secure your financial future is to work with a qualified professional. But what does that involve? How do you find someone you can trust? And do they really make a difference?
FINANCIAL FREEDOM STARTS WITH KNOWLEDGE
RACHEL LENAGH
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n this article I spoke to Professional Financial Planner, Rachel Lenagh, who answers all those questions and more. A Financial Adviser can help you understand how money and investments work; a Financial Planner in addition, helps to provide strategies and a long term plan, by setting goals and using valuable
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insights and solutions to help you achieve them.
of a relationship with any client is to build trust.
Rachel decided to set up her own Financial Planning Practice during the covid lockdown, with over a decade of experience she is all too aware that the sector in which she works has sometimes suffered from an image problem in the past and realises that the most important part
Like so many, Rachel was put on furlough during the first lockdown. “As a Financial Planner, it was incredibly difficult not to speak to my clients regularly” Rachel therefore decided to build her own business which gave her the opportunity to prioritise invaluable ongoing personal relationships with clients.
LANCASHIRE & NORTH WEST MAGAZINE
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