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 their options regarding their UK pensions and provide the appropriate solutions to help them achieve their goals.
Prior to joining bdhSterling, Rachael was a Financial Planner looking after high net worth individuals for a London wealth management firm. She has worked in the financial services profession since 2014, working initially as an investment management assistant before focusing on financial advice.
Outside of work Rachael enjoys travelling, horse riding, yoga and playing tennis.