Membership of Carlisle Ambassadors', use of our logo or badge, or use of the directory listing is not an endorsement of the company listed. We do not audit or endorse our member's work. We also are not an ombudsman or mediator service. As such we cannot help directly with disputes over products or services purchased from our members.
PLEASE DO NOT SPAM OUR MEMBERS VIA EMAIL FROM THIS DIRECTORY. OTHER CARLISLE AMBASSADOR MEMBERS WHO ARE CAUGHT SPAMMING OFF THIS DIRECTORY OR THE MEMBER’S TABLE AT EVENTS, WILL HAVE THEIR MEMBERSHIP INSTANTLY CANCELLED.
Rachael Bell Wealth Management Claimed
3 Parkland Avenue, Parkland Village, Carlisle CA1 3GN
Open
Gallery
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.
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:
Map Location
3 Parkland Avenue, Parkland Village, Carlisle CA1 3GN
Contact Persons
Rachael Bell (+)
Abigail O'Brien (+)
Pam Brown (+)
Rachael Bell Wealth Management
Financial Planning with Personality