Rachael Jacobs
Rachael joined the team at Ballantine Wealth Management in 2021 and qualified as a Financial Planner in 2023. Since then, she has built a strong reputation for her client-first approach and her ability to deliver clear, practical advice tailored to each individual’s needs.
With a genuine passion for finance and a holistic outlook on planning, Rachael is committed to helping clients navigate life’s key financial decisions—whether that’s saving for the future, protecting what matters most, or planning for retirement. She believes that great financial planning is not just about the numbers, but about understanding what truly matters to her clients and building a plan around their personal goals.
Rachael lives in Somerset and loves spending her free time exploring the local countryside with her daughter and their dog. Her approachable nature and commitment to personalised service continue to make her a valued member of the Ballantine Wealth team.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
