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ABOUT US
Experience, Integrity and Quality
I have worked for over 25 years in the financial services industry. 15 years of my career were spent as a Financial Planner conducting holistic Financial Planning and Mortgage advice, so I've been in your shoes!
In 2016 I decided to use my knowledge and experience to establish my own Paraplanning business, and so Athena Wealth Management Support Services was born.
I always enjoyed the technical aspect of the role, and file quality had always been a strength of mine. Supporting you in the areas of the business you are not passionate about makes for a winning team.
I live on the edge of Dartmoor in Devon, so am lucky to have the great outdoors on my doorstep. Outside of work, I enjoy stomping around and exploring the local beauty spots with my family. I have a passion for travelling and experiencing other cultures and have been fortunate to see many wonderful places and made many memories. I also love to spend time with family and close friends enjoying good food and good music. I am a proud mummy of one, red wine and G&T lover, and super multitasker!
Athena was born in 2016, not only from a passion for wealth management and financial planning but also from getting the job done efficiently.
We are passionate about financial services and gain great satisfaction from providing exceptional service and building lasting and supportive relationships with the partners and planners we support.
Athena provides a friendly and professional service offering technical administrative and paraplanning support, which ensures a professional and seamless ongoing Financial Planning experience for your clients, and helps you maximise your business' potential.
The experience and integrity Rachel has means she can support you to do what you love, and you can leave her to do the work you are not passionate about.
"Great things in business are never done by one person. They're done by a team of people."
Steve Jobs.
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