Our
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01275 370 670

Rachael Taylor

Operations Assistant

Rachael joined PN in January 2020, ready for a new challenge and excited to learn what goes on behind the scenes of successful financial planning company.

Rachael finds job satisfaction in helping others as well as solving difficult problems, and since joining PN has created hours of training resources to help her colleagues make the most of the technology available to them.

Although this is Rachael’s first time working in a financial planning firm, she has been working with financial advisors since she was 21, when she bought her first house. She is now on her third!

Outside of work

Outside of work, Rachael lives with her partner, two house rabbits and French bulldog – so there is never a dull moment!

The highlights of her year are the annual trip to Download Festival in Donnington and Let’s Rock in Exeter, but most of the time she spends her time playing boardgames, going on long walks and reading thriller novels.

Speak to a member of our financial planning team today in Bristol on 01275 370 670 and in London on 020 7269 7960

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