Rachel Reynolds BA (Hons), DipPFS

Director

Like many other people, I fell into Paraplanning by accident never imagining how interesting I would find pensions, retirement and estate planning! Honest! I love learning and this role certainly delivers lots of new challenges and opportunities to continue learning on a daily basis.

I come from a varied background having gained my degree in Primary Education and prior to entering the world of finance ran a successful mobile catering business for over 10 years.

I have been working as a Paraplanner for the past 7 years and built up the business through hard work, determination, and some very late nights. I have gained my Diploma in Regulated Financial Planning. My aim is to continue working towards Chartered status.

Brooke Reynolds

Lead Paraplanner

Brooke started working in finance as a junior administrator on Saturdays at the age of 14, not knowing where it would lead her! By the age of 17 she had realised that the regular pathway of college and university wasn’t for her and began working full time in finance; starting to take steps towards report writing.

Brooke has now been paraplanning full time for over five years and joined the team in 2022. She is in the final stages of gaining her Diploma in Regulated Financial Planning and assists in the development and training of the team.

Breoney Micklewright BA (Hons)

Lead Review Administrator

Bre has been a member of the team since 2020, working with IFAs completing reviews for high net worth clients. She is knowledgable on a wide range of products, including reviews of more complex estate planning vehicles.

She is married with two young daughters who keep her busy outside of work!

Josh Clark BA (Hons)

Paraplanner

Josh has recently joined the team in 2023, having completed his degree in Broadcast Journalism as the pandemic began. He is now putting his writing skills to use whilst training to be a paraplanner. He is working towards the Diploma in Regulated Financial Planning.

Kay Reynolds

Review Administrator

Kay has been a member of the team since the very beginning, supporting Rachel during the early days. She works with a number of advisers completing annual reviews. Presicion and attention to detail are highly important to her, which is reflected in her work.

In her spare time Kay enjoys walking and spending time with the grandchildren.