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Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

County Durham , Northumberland, Tyne and Wear

Rachel Storey

Independent Financial Adviser

I have over 20 years experience in financial services with 12 as an IFA. I have spent the last five years specialising in pensions, investments and alternative investments for individual clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

County Durham , Northumberland, Tyne and Wear

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