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I have been helping my clients achieve their financial goals and fulfil their aspirations for over 26 years. I began my career in financial services in 1994 and decided the time was right for me to start my own business in 2009.
My philosophy is not to blind clients with complexities but use jargon-free, easy to understand language which enables them to make informed decisions about their existing and future planning needs.
Rachel is one of the founding directors of Harmony Wealth Management, and is responsible for the branding of the company, her current role is looking after the internal finances of the company.
Rachel's hobbies include Yoga, Keep Fit and Craft Projects.
Steve has worked in the Financial Services Industry for over 20 years for a major high street bank, a well known insurance company, before working in a capacity as both an administrator and paraplanner within the Wealth Management Sector.
Steve's hobbies include Cycling and going to local football games.