Rachel has worked in financial services for more than 14 years, and since 2014 her focus has been in compliance. With experience in regulation and financial crime, she’s been employed by major UK and international banks, wealth and investment firms, and a national compliance consultancy.
Rachel’s day-to-day role is to support B-Compliant’s clients with any issues or queries they may have and provide them with advice and guidance. She also undertakes file reviews and regulatory health checks.
Other aspects of Rachel’s role include supporting the firm’s regular horizon scanning activities and creating the weekly newsletter. In addition, she takes the lead on Consumer Duty and Sustainable Disclosure Requirements, creating support tools and templates and providing technical support for clients.
Rachel has achieved the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and completed the Chartered Institute for Securities and Investment’s module on Collective Investment Scheme Administration. She also holds the Advanced Certificate in Anti-Money Laundering and Counter-Terrorist Financing from the International Compliance Association.
Rachel’s home life is split between her husband, her needy dog and her demanding cat. Food is a big passion, although the jury’s still out on whether she’s as good at cooking as she is at eating…
Rachel’s love for travel has taken a back seat in the last few years due to the pandemic, but she’s now gearing up for a backpacking adventure to Vietnam in the near future.
To help burn off some of that food, she spends most weeks practicing her tap dancing and ballet skills – or lack thereof…
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