Rachel Debono

Areas of expertise

Rachel specialises in:

Retirement Planning and all areas of Later Life Advice including Inheritance tax planning to allow my clients to preserve their hard earned wealth for family members and Long Term Care planning.
Rachel's area of expertise often involves her working with clients who may have become vulnerable due to health, bereavement and age.

Experience

Rachel has been a Financial Planner with the company for 15 years, providing personal financial advice to clients, Trustees and Attorneys. Rachel feels privileged to be trusted with her clients’ personal & financial information in order to help them and often their family with their financial needs. Rachel specialises in retirement planning and all aspects of later life advice, including how best to fund the costs associated with Long Term Care and Estate planning to allow hard earned wealth to remain in the family. Rachel’s role involves her working very closely with her client’s Solicitors and Accountants to ensure best advice is always provided.

Professional qualifications and memberships

Chartered Financial Planner
Long Term Care Specialist
Pension Transfer Specialist
BA Honours