Rachel Kerr
After a long career in banking, I am thrilled to be back living in Warwickshire, helping families and professionals to put a clear financial plan in place so they can protect, manage, and grow their wealth.
I know first-hand how overwhelming it can be to juggle a career, family, and your finances. That is why I am so passionate about providing, inclusive and jargon free financial planning to my clients so they can focus their energy on what matters to them the most.
About
As a financial planner, my mission is to help you put a clear financial plan in place so you can achieve your life goals. Whether it is buying your dream home, funding your children’s education, or ensuring a comfortable retirement, I am here to guide you on the path to financial success.
At Albert & Mae we focus on;
- Clear, understandable financial planning – no jargon!
- Long-term relationships built on trust and understanding
- Practical, tax efficient strategies to grow and preserve your wealth
- Comprehensive protection to help ensure peace of mind for you and your family
If you are looking for a financial Partner who understands your needs, I would love to connect and help you take the next steps towards a clearer financial future.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/02/2025
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.
