“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Rachel Bevan. Why she wanted to be part of the UNIQ family, her goals and aspirations and what keeps her busy outside of work.
After 3 years of rapidly progressing through the ranks with another financial services practice, I felt that I had accomplished a lot and wanted to further my career within financial services with a company that I could grow with.
What drew you to UNIQ Family Wealth?
After meeting with Marlene, it was clear where the company was heading and the opportunities that would become available. Marlene’s vision for UNIQ aligned with my goals and was a perfect fit.
What keeps you smiling at work every day?
Helping our clients reach their goals and objectives whilst working with Marlene to help drive the business forward and plan our strategy for the future. Not forgetting our fantastic team of experienced Planners and exceptional support staff.
What are you saving for?
Our ‘forever’ dream home and a trip to Japan.
When you’re not at UNIQ, what keeps you busy?
My family, as a busy mum of two Ethan and Eden and wife to Matthew, family is very important to me and spending as much time with them as possible.
If you could give your younger self one piece of advice, what would it be?
Grasp every opportunity that you can and do not let anyone tell you “you can’t”.
Finally, what goals are you working towards now?
After recently completing my ILM Level 5 in Leadership and Management I am taking a break from studying for the time being but hope to achieve my CIPD qualification in the future.