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Rachael Bell Wealth Management is a Partner Practice of St. James’s Place Wealth Management. We focus on building a long term relationship with our clients. We begin with an initial meeting to chat through our services and advice we can provide to you. Our priority is to get to know you and truly understand your needs and objectives. Together we will create a strategy and working plan which will grow and develop with you as your needs evolve. We will review your plans and provide ongoing service and advice bespoke to your needs. We understand that your time is precious and we aim to allow you to focus on your Business, work and family life whilst we manage your financial planning. Rachael Bell Wealth Management 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 http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.Financial Services
Overview
Company Mission
Rachael Bell Wealth Management focuses on building long-term relationships with clients, providing bespoke financial planning services tailored to individual needs and objectives.Employees4
Hq LocationCarlisle
Company values
- Client-centric
- Relationship-driven
- Innovative
- Supportive
Founders
Rachael Bell (Wealth Manager)