Position: Investment Manager
Telephone: 01524 222622
Rachel started working in the financial sector in 2003, passing her exams in Investment Administration at Border Asset Management. Here she gained a detailed understanding of financial administration and the importance of efficient client service; she played a pivotal role in improving and running the Admin Department at Border. During this period she developed her investment skills and sat the numerous investment management qualifications exams. Having qualified in 2008 Rachel became an Investment Manager looking after private clients, trusts and charities. Border was subsequently taken over by and renamed Sanlam Private Investments.
Rachel is one of the initial founders of the Gore Browne office in Lancaster. She holds the high Level 6 PCIAM qualification and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).