Rachel Cooper
Client Services Administrator

About Me

I live in Cannock with my husband, just a few minutes’ walk away from Cannock Chase.

I am a member of a gym and enjoy swimming before work, which energises me and helps me focus for the day ahead.

My husband and I enjoy watching football, especially the Wolves – at least when they are winning!

We like to holiday abroad to soak up the sun and local culture, along with snorkelling to explore the amazing marine life.

My Work History & Experience

Starting my career with one of the top 5 accountancy firms in the UK, I have over 21 years’ experience in the financial services industry.

Throughout this time, I have undertaken a wide variety of administration tasks, staff training and carried out managerial duties.

My Time at Index Wealth Management

I have recently joined Index Wealth Management and look forward to being part of a team who are passionate about providing their clients with a first class service. 

What I Can Do For You

  • Research your existing plans
  • Update your plan information for discussion at your review meetings
  • Liaise with product providers on your behalf

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered