Rachel Wu
Wealth Management Consultant

Rachel originally qualified as a Civil Engineer where she developed analytical skills that enabled her to run her own company successfully for over 20 years. This international company gave her experience working with and, understanding a diverse range of people, businesses and their varied needs.

Rachel takes a direct approach when it comes to financial advice, cutting straight to the point without unnecessary jargon. She knows that for you to be comfortable acting on the advice, you need to understand it. So, whilst the issues dealt with will be complex, her focus will be on distilling and presenting the core elements to keep you up to speed and well informed.

Rachel believes in the value of financial planning and what it can do for you and your family. Rachel’s motivation is to get to know her clients to provide the most appropriate advice tailored to their requirements.

A native mandarin speaker, Rachel is a fully qualified BASI ski instructor and volunteers for the Duke of Edinburgh youth groups as a mountain leader. She always brings a fresh perspective whilst leveraging her knowledge and experience to help people in real-world situations.

Sovereign Wealth Limited 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. Sovereign Wealth is a limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.