Rachel Naulls
Technical Manager
My day-to-day activities include producing financial planning reports and writing letters to clients. I also conduct product and fund research so that we can put together propositions which meet each client’s particular needs. Without me, the technical analysis would not be done to such a high standard!!
Specialisms
- Pension transfers
- Tax
- Trusts
What's the Best Thing About Working at IFP?
I love problem-solving and working with numbers. Complex calculations and excel spreadsheets are my favourite #nerd! My team are the best, and everyone is so supportive of one another, let the good vibes roll.
Now for the personal part…tell us about you
My life away from the office could not be any different - just ask my neighbours. I recently purchased some DJ decks, and I’m learning how to mix and create my own songs, so you can expect to see me in the charts fairly soon!
Give us a fun fact
As far as pets go, I adopted a cat called “Toothless” who obviously has no teeth, and he is the grumpiest old man about it - but I still love him.
