Rachel Disney

Associate Advisor and UK Operations & Support Manager

Having worked at the company since 2015, Rachel has successfully completed professional qualifications in Mortgage and Protection advice, with a specialism in Equity Release. She has also shown the skills, knowledge and experience required to take on the role of UK Operations and Support Manager.

Rachel has a hybrid role; a fully qualified Mortgage, Protection and Equity Release advisor, combined with oversight of our UK Operations; ensuring processes and back-office functions are run correctly, implementing policies, planning and strategic decisions, whilst developing and reviewing operational policies and procedures and managing the administration team. She is also continuing her professional development, working towards the Diploma in Regulated Financial Planning.

Rachel has previously worked for a number of large UK financial institutions where she accrued almost 20 years of customer service and administration experience, whilst developing an in-depth knowledge of products and procedures, across the full spectrum of financial services.

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