WHO WE ARE

Rachel Davies

DipFA

Financial Adviser

Rachel joined Portfolio in September 2015 and has recently been promoted to a Financial Adviser.  She has completed her Level 4 Diploma in Financial Advice and is working towards her Chartered Level 6 in Financial Advice.

Rachel has a good knowledge of financial products and likes to offer high quality service to her clients.  She is also a designated First Aider.

 

 

Rachel is a Welsh speaker, in her spare time she enjoys walking her dog, going to the gym and travelling.