Rachel Leer

Rachel is an associate consultant at Moore Kingston Smith financial advisers. She assists clients in their financial planning, ranging from pension arrangements and investment goals, tax and succession planning to protection needs. She collaborates with in-house accounting and tax colleagues within a multidisciplinary firm.

Rachel enjoys working in partnership with clients to understand what is important to them to be able to find effective planning solutions.

Having recently achieved her Level 4 Diploma in Financial Planning, Rachel is currently working towards her chartered status.