Rachel Dixon
Rachel joined Navigation Wealth Management in 2021 after working for Lloyds Banking Group & Prudential. Rachel’s career in Financial Services started in 1999, working as part of the Halifax Financial Services team. She moved to Lloyds Wealth Management as part of the Lloyds Banking Group acquisition of Halifax Bank Plc prior to moving to the Prudential in 2017, whereby she continued to provide high quality financial advice to existing Prudential clients.
About
Having accepted an invitation to become part of the Navigation Wealth Management Team in January 2021, Rachel brought her experience and knowledge that she has amassed over her distinguished financial planning career.
Rachel is committed to delivering excellent customer service, working closely with her clients to build trusted, long-standing relationships.
Recognising that everybody is individual and that no two client’s needs are the same, Rachel strives to understand her client’s individual aspirations and goals, offering comprehensive solutions that are tailored to their specific aims and objectives.
A holistic financial planner, Rachel provides advice in areas including Protection Planning, Investment Planning, Retirement Planning and Inheritance Tax Planning.
Rachel lives close to the market town of Howden, with her partner Steve, son Jack and two dogs, Scruffty and Tilly. Outside of work Rachel enjoys keeping fit, running, spending me with her family & friends and taking holidays in pursuit of sunshine.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
