Rachel Legg

Independent Financial Adviser with Dafferns Wealth Limited

Rachel has worked in Financial Services for over 20 years, and has been an Independent Financial Adviser since 2009. Rachel’s expertise encompasses: investment and retirement planning, inheritance tax planning and protection advice. She is focused on providing goal-based financial planning, with ongoing wealth management to help the growth and preservation of her clients’ assets.

Dafferns

Experience

  • Investment and retirement planning
  • Inheritance tax planning
  • Protection advice

Hobbies and interests

Food is a real focus for me, and I enjoy nothing more than pouring over the many cook books that I own, choosing what to cook next. Preparing food and eating with family and friends is a real pleasure for me. As with all aspects of life, balance is needed, and therefore, physical activity is also required! I enjoy keeping fit and active, and have recently got back in to cycling after around a 20 year break. I am Mum to two young teenagers, and now that they are less reliant on me and my husband, I find that I have a little more spare time, and have therefore rekindled my love of reading, and thoroughly enjoy a good crime novel.

 

We all have the same goal, which is ensuring that clients of Dafferns, receive a comprehensive and professional service in all aspects of their financial lives.

My personal role is to support clients in achieving their financial goals and objectives in relation to both business and personal life – a role I thoroughly enjoy

Rachel Legg – Independent Financial Adviser

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