Rachael Holder
Pension Transfer Specialist
Rachael's qualifications
At work
Rachael is responsible for B2B UK Pension Transfers. This involves meeting with Australian advisers and their clients to review the options regarding their UK pensions and provide appropriate solutions to help them achieve their goals.
Rachael is a UK Chartered Financial Planner, holding an Advanced Diploma in Financial Planning. She has an extensive understanding of the UK pension landscape and of the intricacies of UK pension schemes.
As an expat herself, Rachael also has the real-life experience of the complexities involved with moving between countries.
Prior to joining bdhSterling, Rachael was a Financial Planner looking after high net worth individuals in a London-based wealth management firm. She has worked in the financial services profession since 2014, initially as an Investment Management Assistant before focusing on financial advice.
Outside of work Rachael enjoys travelling, horse riding, yoga and playing tennis.