Rachel Williams
Investment management
Areas of expertise
Rachel specialises in private client work in the following areas:
Multi-generational wealth and succession planning
Pensions & Trusts
Divorce
Serious Injury
She also works within the Charities team in the Liverpool office.
Experience
Rachel joined Tilney in 2007, after graduating from Loughborough University with a Bachelors degree in Automotive Engineering and a Masters in Finance & Management.
She provides advice on long-term investment strategies to private individuals and their families and is passionate about building tax efficient strategies for passing on wealth and knowledge to the next generation.
Professional qualifications and memberships
Fellow of the Chartered Institute for Securities & Investment
CISI Chartered Wealth Manager