I am a Chartered Financial Planner with a different approach to a traditional financial adviser. In 2022 and 2023) I gained Top Rated status on VouchedFor.
Come and chat to me about:-
• Retirement and pension planning
• Investment planning
• Inheritance and estate planning
• family protection
ELL members will receive a discount of 1/3 on the initial advice fee for any investment solution.
Traprain Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Tel: 07902945727
Website: www.traprainfinancial.co.uk
LinkedIn: https://www.linkedin.com/in/rachel-stewart-86285a79/ [linkedin.com]
