Ramsay Financial Ltd

Rachel Ramsay

"Cornerstone have helped build my confidence, resilience and provided me with the tools and knowledge to be an effective and compliant adviser"

Rachel Ramsay, Firm Principal

Ramsay Financial Ltd

Introduction

Rachel Ramsay joins us from the banking industry with the goal of setting up her own brand which she can nurture and develop. She is hardworking with an attention to detail, which indicates that she will be very successful.

Why did you choose the Cornerstone Network?

"As a newly qualified adviser, I needed the support of a Network that would get to know me as an individual. I initially joined a firm who were registered with Cornerstone and from the very first day of the induction, I felt welcomed and equipped with the training and knowledge the Cornerstone Network. I learned the benefits of their chosen CRM (Acre) and also the potential of earning more via their Lead App by meeting specialists from their Commercial, Wealth and Protection areas. The whole experience from day one has been very positive for me and I value the advice, knowledge and support offered to me daily."

What was the process of joining the Network like?

"Since the start, Milo has been a continuous source of support. The efficiency of the whole on boarding process made the journey from newly qualified adviser to mortgage and protection broker very smooth indeed. Within days of the short induction course, I was able to start advising and most importantly, start to earn! A few months into my role, I chose to leave the firm I was working for. It was a very natural decision for me to approach Cornerstone and request that I join their AR Firm as a Registered Individual. The switch over was seamless! I can’t thank them enough for the help and assistance during what could have been a difficult process."

The Results

“During the past 6 months since joining as an RI, I believe that Cornerstone have helped build my confidence, resilience and provided me with the tools and knowledge to be an effective and compliant adviser. I have flourished, and feedback from Paul and Phil has been very uplifting. They have recently supported me to set up my own AR Firm, Ramsay Financial Ltd and this could not have been possible without their belief in me and continued help this year. Their pricing options made it simple and offered my business flexibility and value. My goal is to build a household brand and offer clients a complete package, with the help of the Cornerstone’s Introducer Network. I’m very excited about my future and it’s all thanks to the entire Cornerstone Team!"