Locations They Cover
I provide appointments online or can travel to see clients across Warwickshire and the West Midlands.
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My approach is always goal-led, helping you align your money with what matters most to you, so you can move forward with clarity and confidence at every stage of life.
About
I’m Rachel Kerr, a Warwickshire-based financial planner helping individuals, professionals and families feel confident, organised and in control of their money.
I specialise in joined-up financial planning, supporting clients with investments, pensions and protection so every part of their finances works together to protect, manage and grow their wealth - both now and in the future.
Whether you’re planning for retirement, thinking ahead to inheritance, or navigating a life change such as divorce, parenthood or a career shift, I provide clear, practical advice to help you make informed decisions.
The value of an investment with St. James Place will be directly linked to the performance of the funds you select and the value can therefore can go down as well as up.
Albert & Mae Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/
SJP Approved 12/02/2026
Products & Services:
⭐ Financial Planning, Tax Planning & Cashflow Forecasting
Practical, tax efficient strategies to help you understand where you are now, plan where you want to be and make confident financial decisions through clear joined-up planning.
⭐ Retirement Planning and Pension Advice
Whether retirement is a long-term goal or just around the corner, I help you take control and put a plan in place. Together we'll review what income you'll need in retirement, what pensions you already have and how to save to effectively close any gaps so that you can plan for the retirement you want.
⭐ Investment Advice
Long-term investment advice tailored to your goals, attitude to risk and future plans, helping your money work harder for you over time.
⭐ Protection Support
Helping you put the right financial protection in place - including life insurance, income protection and critical illness cover - to help support you and your family should life take an unexpected turn.
⭐ Inheritance Planning
Working with you to plan how your wealth is passed on in a tax efficient way in line with your wishes and family's individual circumstances.
⭐ Childcare Funding Support
Helping high income families access and make the most of the financial support and funding available for childcare.
The value of an investment with St. James Place will be directly linked to the performance of the funds you select and the value can therefore can go down as well as up.
Who's behind the business?
Rachel Kerr
Owner & Financial Planner
Meet the person behind the business:
After a long career in banking, I opened my own financial planning Practice in February 2025, driven by a desire to offer more personal, values-led advice and build long-term relationships with my clients. I’m thrilled to be back living in Warwickshire and supporting local families and professionals to put clear financial plans in place to help protect, manage, and grow their wealth.
I know first-hand how overwhelming it can be to juggle a career, family, and your finances. That is why I am so passionate about providing, inclusive and jargon free financial planning to my clients so they can focus their energy on what matters to them the most. My mission is to help you put a clear financial plan in place so you can achieve your life goals. Whether it is buying your dream home, funding your children’s education, or ensuring a comfortable retirement, I am here to guide you on the path to financial success.
What Makes Them So Special?
✅ Goal-led planning to support life transitions
I guide clients through major life changes - including divorce, parenthood, career shifts and retirement. Using a goal based approach, together we define the outcomes you want and build a clear plan to get you there.
✅ Retirement planning with confidence
Whether you're just starting to think about your long term plans or retirement is on the horizon, I help you take control and put a plan in place. Together we review pensions, model your income requirements and explore tax efficient strategies so that you can plan for the retirement you want with clarity and confidence.
✅ Clear, jargon-free advice
Financial planning can feel overwhelming. Clients often tell me one of my biggest strengths is explaining pensions, investments and protection in a way that genuinely makes sense to them, so they feel informed and confident in their decisions.
✅ Champion for women taking control of their wealth
I'm extremely passionate about supporting women, whether that's through career breaks, part-time work or divorce, I want to make sure we feel empowered, secure and don't get left behind financially.
✅ Childcare funding made simple
I help high-income parents access childcare funding and make the most of the support available, using clear, simple strategies.
Good To Know
- DipPFS - CII Level 4 Diploma in Regulated Financial Planning
- 18 years experience in Financial Services
At A Glance...
- Albert & Mae Wealth Management
- Est 2025
- Kenilworth, Mobile, Online
- Business Services, Professional Services
Closed
Open hours today: 9:00 am - 3:00 pm, 6:00 pm - 8:00 pm
Toggle weekly schedule
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Monday
9:00 am - 3:00 pm
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Tuesday
9:00 am - 3:00 pm
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Wednesday
9:00 am - 3:00 pm
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Thursday
9:00 am - 3:00 pm6:00 pm - 8:00 pm
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Friday
9:00 am - 3:00 pm
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Saturday
9:00 am - 12:00 pm
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Sunday
Closed
08/10/2026 5:28 am local time
Reviews
Where in Warwickshire?
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Kenilworth, Warwickshire, England, United Kingdom