Meet the team
Rachel Harte
Rachel has 18 years of experience in the financial services industry. She is a Chartered Financial Planner and has advised high net worth clients on all areas of financial planning before joining a UK fintech start-up in 2020 to co-develop the first digital financial coaching experience for the workplace. This included developing independently accredited training programmes and championing the emerging financial coach profession. She is an Education Champion for the Personal Finance Society running free financial education workshops in schools.
She also has an EMCC coaching accreditation, is a Mental Health First Aider and a young person's life coach at Leeds University.
Stacey Lowman
Stacey has 16 years of experience in the investment industry, working for global corporates, fintechs and startups, in Europe, Asia and Silicon Valley. She has been an accredited financial coach since 2016. Stacey set up her own Financial Coaching business in 2018, with a focus on financial wellbeing and values-led money management for positive impact. Stacey joined a UK start-up in 2021 to co-develop the first digital financial wellbeing experience for the workplace. She has various financial and investment qualifications and two years of psychotherapy studies. She was also a Career Coach and Learning Designer for Escape The City, supporting people transitioning into purpose-driven work. You can find out more about Stacey here.