Meet the team
Home | About us | Meet the team |
Rachael Swinfield
![]()
Head of Client Support
I began my career in financial services as a Sales Associate with Bradford & Bingley, where I progressed to the role of Branch Manager. In 2010, I joined Asset Management to manage the Santander agency. Following the agency’s closure in August 2012, I transitioned to the administration team, taking on the role of Senior Administrator and providing support to a number of advisers.
Over the years, I’ve continued to grow within the company and am now proud to serve as Head of Client Support. In this role, I oversee the Client Support team while also supporting Senior Management and Advisers, helping to ensure a high standard of service across the business.
Outside of work, I’m a social butterfly who enjoys spending quality time with my family and friends.

ASK FOR A NO-OBLIGATION CONSULTATION
![]()
Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
![]()

Commercial Property Purchase for Retirement
Purchasing a commercial property with pension reserves is an often-underutilised strategy.Read more

2024 Autumn Budget – Key Considerations
We have collated our key considerations following the October 2024 budget announcement.Read more

Labour Budget – October 2024
Here we give our key summary, following the first budget by a Labour government since 2010.Read more