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Rachael Bell Wealth Management

3 Parkland Avenue, Parkland Village, Carlisle CA1 3GN
01228 526976
07557 450504
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Business Details

Financial Planning with Personality

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.
Type:
Professional Services
Establishment year:
2016
Employees:
5
Keywords:

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3 Parkland Avenue, Parkland Village, Carlisle CA1 3GN
rachael.bell@sjpp.co.uk
01228 526976
07557 450504

Contact Persons

Rachael Bell (+)
Abigail O'Brien (+)
Pam Brown (+)

Social Networks

GMT 0

Opening hours

Monday
08:00 AM - 06:00 PM
Tuesday
08:00 AM - 06:00 PM
Wednesday
08:00 AM - 06:00 PM
Thursday
08:00 AM - 06:00 PM
Friday
08:00 AM - 06:00 PM
Saturday
Closed
Sunday
Closed