Financial Planner
Self-Employed
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Rachel Edwards Dipfa Email & Phone Number
Financial Planner
at
Self-employed
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Stoke-On-Trent, England, United Kingdom
Who is Rachel Edwards Dipfa? Overview
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Quick answer
Rachel Edwards Dipfa is listed as Financial Planner at Self-employed, based in Stoke-On-Trent, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Rachel Edwards Dipfa.
Rachel Edwards Dipfa previously worked as Financial Planner at Thrive Together Fp Limited and Financial Planner at Charterhouse Group. Rachel Edwards Dipfa holds Dipfa, Financial Planning And Services, Pass from The London Institute Of Banking & Finance.
Company email context
Email format at Self-employed
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Self-employed
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Profile bio
About Rachel Edwards Dipfa
How it all began: After establishing businesses within the hospitality sector, and at the same time raising a young family I quickly realised the challenges of working irregular hours. Seeking a better work-life balance, I decided to pivot towards two of my passions! Finance and helping others.My journey began with enrolling in an online course (AAT) to gain certification, complemented by hands-on office experience. Starting from the ground up. I set my sights on advancement, eventually transitioning into the role of a financial adviser, driven by my desire to empower individuals to achieve their financial aspirations.Supported by my employer, I seized numerous training opportunities, including completing the DipFA course and even engaging in specialised coaching in financial planning. Now, I am wholeheartedly devoted to the field of financial planning, committed to positively impacting lives by helping others effectively manage their finances.
Current workplace
Rachel Edwards Dipfa's current company
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12 roles · 7 years
Rachel Edwards Dipfa work experience
A career timeline built from the work history available for this profile.
Financial Planner
CurrentYour Cheshire based Independent Financial PlannerI am here to help you thrive, whether you’re an aspiring investor, or just looking to get your finances on track. With an expertise in financial planning and a genuine passion for your success, you can enjoy a tailored roadmap to make navigating your financial future smart and stress-free - helping you thrive every step of the way.
Nov 2024 - Present
Financial Planner
Current
Self-Employed
Nov 2024 - Present
Financial Planner
Jun 2023 - Nov 2024
Financial Planner
Jun 2023 - Nov 2024
Financial Planner
Jan 2023 - Jun 2023
Self Employed
2020 - Jun 2023
Accounts Assistant
Jul 2019 - Oct 2020
Feb 2019 - Jan 2020
Bar Manager
Chillz Bar
Apr 2016 - Feb 2019
Landlady
The Roebuck Inn
Jun 2015 - May 2017
Landlady
Sep 2011 - Jun 2015
7 education records
Rachel Edwards Dipfa education
Dipfa, Financial Planning And Services, Pass
Foundation Certificate, Accounting Level 2, Merit
Diploma, Electrical And Electronics Engineering, Merit
Education record
Alsager
Level 4 Diploma For Financial Adisers, Financial Planning And Services
Accounting, Merit
Accounting, Merit
FAQ
Frequently asked questions about Rachel Edwards Dipfa
Quick answers generated from the profile data available on this page.
What company does Rachel Edwards Dipfa work for?
Rachel Edwards Dipfa works for Self-employed.
What is Rachel Edwards Dipfa's role at Self-employed?
Rachel Edwards Dipfa is listed as Financial Planner at Self-employed.
Where is Rachel Edwards Dipfa based?
Rachel Edwards Dipfa is based in Stoke-On-Trent, England, United Kingdom while working with Self-employed.
What companies has Rachel Edwards Dipfa worked for?
Rachel Edwards Dipfa has worked for Self-Employed, Thrive Together Fp Limited, Charterhouse Group, My Financial Planning Partner, and The Compliance Department.
How can I contact Rachel Edwards Dipfa?
You can use AeroLeads to view verified contact signals for Rachel Edwards Dipfa at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Rachel Edwards Dipfa attend?
Rachel Edwards Dipfa holds Dipfa, Financial Planning And Services, Pass from The London Institute Of Banking & Finance.
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