Based in Cumbria, I provide Wealth Management advice to clients both within Cumbria, & more widely throughout the North of England & Southern Scotland.
I believe strongly in building long term relationships & trust, my clients feel that the advice & service I provide is of the highest standard. The foundations of Rachael Bell Wealth Management have been built on Empathy – Sincerity – Honesty & Integrity.
I know financial services is about strong relationships & is very much a people business. I am committed to providing high levels of client service & delivering expertise at all times.
In a world that seems to become ever more complex, seeking advice you can trust is something that appears increasingly difficult to obtain in many aspects of our lives. Only by being sure that your situation is fully understood, can you be truly confident.
It is vital to invest my time to listen & understand what my clients want to achieve. With an ever changing environment & changing client circumstances, I feel it is essential to write bespoke financial plans for clients to help them achieve their goals & more importantly, to review these plans regularly to ensure they remain current & accurate. I will work closely with you to agree the frequency of our meetings.
I am very passionate about my work & my clients, I aim to simplify often complex advice. My approach is adaptable & creative, I believe that much of my success is down to my ability to tailor my service & expertise to your individual requirements.
I work closely with other professionals such as solicitors, accountants & other financial services professionals to ensure my clients receive the best advice available & technical expertise which will complement my advice. It is not uncommon to hold joint meetings with these professionals which can often simplify the process & save valuable time.
Because of my passion & strong client focus, I have worked with some of my clients for many years, it is a privilege to continue to grow with them.
In line with my professional background, I have focussed on developing specialist knowledge & am now fully qualified as a trusts* & estate planning Partner. However, as a representative of St. James's Place Wealth Management, my service is enhanced & complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning & Retirement Planning. I am also studying towards Chartered Institute of Insurers Fellowship status.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive & appropriate advice at all times.
Outside of my business, I enjoy entertaining & cooking for friends & family, spending time with my 3 Springer Spaniels Molly, Charlie & Daisy, Holidays in our motorhome with a particular love of Cornwall.
Charity is also important to me & I regularly give/participate in events etc.
*Trusts are not regulated by the Financial Conduct Authority