Rachael Bell Wealth Management began with Rachael wanting to be able to deliver a financial planning service which was no longer available in the banking industry. We take time to get to know our clients so we can fully understand their circumstances and objectives and have a holistic approach to our client’s needs.
Rachael has 25 years experience in financial services and has built the business on a strong foundation of building trusted relationships with clients and giving tailored financial advice to add value to their individual circumstances. Before long, Pam joined the team and brought her 20 years of banking experience with her to help the provide the exceptional service which we pride ourselves. As the business grew Gemma and Abigail were brought on board. It is important to us that the business grows organically, and all progress is sustainable. Each member of the team is valued equally and brings their own skill set to the table.
At Rachael Bell Wealth Management we put our clients firmly at the heart of everything we do which enables us to run a genuinely client-focused business.
As a Partner Practice of St. James's Place Wealth Management, we provide a range of Wealth Management services to Private Individuals, Private Client, High Net Worth and Businesses in Cumbria and beyond.
We are very passionate about our work & our clients, we aim to simplify often complex advice. Our approach is adaptable & creative, I believe that much of our success is down to our ability to tailor our service & expertise to our client’s individual requirements.
We work closely with other professionals such as solicitors, accountants & other financial services professionals to ensure our clients receive the best advice available and technical expertise which will complement our advice.
The Value of an investment with St.James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice 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 www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
We were thrilled to have won Carlisle Livings Award as Best Professional Services Team 2017.