Rachel Gooda - Financial Adviser

Rachel Gooda is a senior financial adviser with M&H Financial Planning and offers financial planning and wealth management services to clients seeking financial independence now and in retirement. Rachel understands that the accumulation and management of capital, and the ability to provide for future generations, often feature high on her clients’ agendas.

Rachel enjoys working with other specialist professional advisers in order to provide a complete service and streamlined financial strategy to deliver her clients’ goals. She is a strong believer in comprehensive financial planning in preference to product led sales advice.

For her business clients Rachel acts for both owners and their staff. For owners she assists with tax efficient profit extraction and business protection. For the business and staff she designs, communicates and implements employee benefits programmes to assist with the recruitment and retention of staff and their reward.

Rachel has achieved advanced diploma status with the Chartered Insurance Institute and is also an associate member of the Institute of Financial Planning.  Rachel is a Chartered Financial Planner (associate of the personal finance society) and Certified Financial Planner, as well as an affiliate of STEP. 

Before joining M&H Financial Planning, Rachel worked for two years with Alexander Forbes Financial Services, and prior to that, with Baker Tilly Financial Services Ltd.

Rachel enjoys keeping fit and has run the New York marathon, she also plays the piano in her spare time. Rachel enjoys gallery and theatre-going, and also holidaying in Devon for its fresh air, surfing and coastal walking.