Rachel Kerr is a financial planner at her practise Albert & Mae Wealth Management where she supports individuals, couples and families through life’s key transitions – from building careers and raising children to retirement and later life. My work is rooted in long-term, relationship-led planning that helps people use their money to create security, freedom and peace of mind. This includes supporting thoughtful conversations around inheritance, legacy and providing for loved ones, ensuring plans are clear and aligned across generations. I bring warmth, clarity and structure to important financial decisions, helping families feel organised, prepared and confident about the future.
Albert & Mae Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). *The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.*