Rachel Edwards DipFA in

Rachel Edwards DipFA

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Financial Planner at Self-employed
📍 Alsager, England, United Kingdom

Rachel Edwards is a Level 4 Diploma qualified Independent Financial Adviser and founder of Thrive Together FP. She specializes in providing clear, tailored financial plans for UK-based professionals, business owners, and families, focusing on pensions, investments, and wealth management to give clients clarity and confidence.

Outside of her professional life, Rachel prioritizes a healthy work-life balance. She enjoys spending time with her husband and son, taking trips in their camper van, bike riding by the seaside, fishing, and relaxing with spa days.

She has a passion for creating memories with her family through adventures and exploring new places in their camper van.

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Experience
3 Years
Current Role
Financial Planner
Location
Alsager, England, United Kingdom
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rachel cares about

Holistic Financial Planning
Emphasizes that pensions, investments, and business income must work together, believing that joined-up, long-term planning is where the real value and best outcomes are found.
Client Confidence
Her core mission is to bring clarity, confidence, and control to her clients' financial futures, helping them answer the question, "Am I on track?"
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Career

Work history

11-2024
Financial Planner
Self-employed
11-2024
Financial Planner
Thrive Together FP Limited
6-2023 - 11-2024
Financial Planner
Charterhouse Group
1-2023 - 6-2023
Financial Planner
My Financial Planning Partner
6-2023
Self Employed
The Compliance Department
In the press

Media appearances

Live on air - behind the scenes with our planner Rachel Edwards. Featured in Charterhouse Group
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About Rachel Edwards | Independent Financial Adviser Cheshire — Thrive Together FP Limited. Featured in Thrive Together FP Limited
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Education
2021 - 2022
DipFa
LIBF
2019 - 2019
foundation certificate
AAT
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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