Rachel Harte

Head Of Financial Coaching at Claro Money

Rachel Harte has worked in the financial services industry since 2006. Rachel started their career as a Paraplanner at Drinnan & Associates in 2006. In 2007, they moved to Pearson Jones PLC (now 1825 Financial Planning) as a Chartered Financial Planner, where they worked until 2015. In 2021, they joined Flourished Minds Ltd as a Young People's Life Coach. Most recently, Rachel Harte has been the Head Of Financial Coaching at Claro Wellbeing since 2020.

Rachel Harte obtained a Bachelor's Degree in Business Management from Newcastle University between 2001 and 2004. Rachel then completed a Chartered Financial Planner degree from the Chartered Insurance Institute between 2006 and 2011. In 2021, they obtained the EMCC Coaching Foundation Level EQA Award from EMCC Global. In 2019, they obtained the Mental Health First Aid certificate from Mental Health First Aid (MHFA) England.

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Timeline

  • Head Of Financial Coaching

    September, 2020 - present