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.
Our emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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 your 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 compliment my advice.
We were thrilled to have won Carlisle Livings Award as Best Professional Services Team 2017.