Rakhee Wood
Independent Financial Adviser, Butterfly Financial Planning
Bio:
As an Independent Financial Adviser with over 20 years of experience, Rakhee Wood helps individuals and families reduce financial stress and anxiety when life feels uncertain or overwhelming. She was inspired to enter the profession after helping her mother navigate an acrimonious divorce, where financial uncertainty added significant emotional strain. That experience shaped her belief that good financial planning is not just about building wealth, but creating clarity, confidence, and security during periods of change. She typically works with people at major crossroads in life: approaching retirement, losing a loved one, navigating divorce, changing careers, receiving an inheritance, or managing increased income and new opportunities.
Qualifications & Credentials
BSc (Hons) Mathematics, Diploma in Financial Planning
Areas of Expertise
Pensions and retirement planning; Protection and insurance planning; Inheritance tax planning; Investments and portfolio management; Savings strategies and cash management; Sustainable and ESG investing; Helping clients make practical financial decisions without being overwhelmed by jargon or fear
LinkedIn:
https://www.linkedin.com/in/rakhee-wood-9362b538/
Location:
Bromley, Kent, UK
Website:
https://www.butterflyfinancialplanning.co.uk/
Media Room:
https://drive.google.com/drive/u/0/folders/1ScRRd3bj90mbnbnMXBkJKoj9MwJNqode
Rakhee Wood is available for media appearances and opportunities.