Rachel Robb

Financial Planning Consultant

Qualifications: DipFA, CeMAP, CeRER

Reviews and Ratings for Financial adviser Rachel Robb, Worcester

About Rachel

Rachel joined Prosser Knowles in 2012 as an apprentice before quickly securing a role as a Client Services Team member. From there, she completed further studies in financial services before deciding to train as a Financial Adviser. She completed her DipFA and CeMAP in 2017. Her days are spent speaking to clients, liaising with product providers and mortgage lenders, and keeping up to date with the financial news.

Any firm or individual carrying out a regulated financial services activity must be authorised and registered by the FCA. Rachel’s registration. All financial advisers and planners in the UK are also required to hold a Statement of Professional Standing (SPS). Rachel’s SPS.

Spotlight questions

What do you enjoy most about your job?

Meeting new people all the time as well as interacting with my colleagues.

How do you most like to spend your time outside of work?

Experiencing something new whether that be travel, culture or food.

Something guaranteed to make your day better…

Food makes everything better!

The last TV programme you recommended to someone…

“Nightstalker” documentary – I’m a bit of a true crime fanatic.

What makes you laugh?

“Taskmaster” – Greg Davies is brilliant.

An achievement you’re really proud of…

Running the Birmingham Half Marathon in 2019.

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