Hello, I'm Raphael Macharia
Financial Planner
I believe financial planning works best as a collaborative process, ensuring my clients fully understand the strategies in place and feel confident in their decisions. Building clear, trusting relationships and guiding clients through tailored plans is at the heart of my approach.
Outside of work, I’m a keen runner and football fan, and I follow Chelsea FC.
I joined EQ Investors in 2023, bringing with me over seven years of experience in Financial Services. I hold the Diploma in Regulated Financial Planning, as well as certificates in Discretionary Investment Management, Mortgage Advice, Equity Release, and Long-term Care. I believe financial planning works best as a collaborative process, ensuring my clients fully understand the strategies in place and feel confident in their decisions. Building clear, trusting relationships and guiding clients through tailored plans is at the heart of my approach. Outside of work, I’m a keen runner and football fan, and I follow Chelsea FC.
My specialities are...
Get in touch if you want to know more
We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Case Study
Pension or ISA – which is best?
At age 55 Dave earns £95,000 per annum and makes a £20,000 (net) pension contribution and a £20,000 ISA contribution.
15/05/2019
1 min read
