Rachel Stewart
Principal of Traprain Financial, Chartered Financial Planner
At Traprain Financial we aim to shake up the financial services industry. We believe that your wealth is your loved ones, your health and your lifestyle. These most important aspects of life are at the heart of everything we do. With this in mind we advise individuals, families and businesses on all aspects of financial management.
About
I am a Chartered Financial Planner with 15 years of experience in law prior to setting up Traprain Financial. I have a different approach to a traditional adviser, inspired by my own experiences with the financial advisers I met throughout that time. I believe that our ‘wealth’ is our loved ones, our health and our lifestyle. I create bespoke financial solutions to protect and plan for these most important aspects of life.
In the year 2022 I gained top rated status on VouchedFor and was recently nominated in the Women in Investment Awards for Investment Week. I am also an ambassador for Insuring Women’s Futures run by the Chartered Insurance Institute and regularly run webinar sessions about financial planning.
When not working you will catch me with my two young sons enjoying the wonderful East Lothian beaches and countryside
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Michelle Robin
Practice Manager
Ewan Ross
Practice Paraplanner
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 20/02/2023
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.
