Rachel Gaffney

Rachel joined the Investec Liverpool office in 2019 after studying Business Economics at the University of Liverpool, where she achieved a First-Class Honours Degree. Rachel works with private clients and their families to help establish and achieve their financial goals across every stage of their lives. This may include accumulating for the future, retirement planning, protection planning and inheritance tax planning. She enjoys working with multiple generations of families to help all stages achieve their personal objectives.

Rachel has been awarded the Chartered Institute for Securities & Investment (CISI) the President’s Award in the Chartered Wealth Manager Diploma. She is a CISI Chartered Wealth Manager (Level 7), CISI Chartered Fellow (Chartered FCSI), and holds the CISI Certificate in Paraplanning and Diploma in Investment Advice (Financial Planning & Advice).