Rachael Bell Wealth Management
Partner Practice of St. James's Place Wealth Management
“I have entrusted investments with Rachael and her team prior to her starting Rachael Bell Wealth Management and had no issue continuing that relationship within her new venture. Rachael is highly qualified and knowledgeable in the financial services sector, but most importantly, she matches her knowledge with a great personality and enthusiasm to succeed and understand her clients requirements, along with the resource of St. James's Place Wealth Management.”
J A Kennedy, Director, Carlisle
“Confused about pensions... where to go, what to do when planning your retirement... we were. Rachael has organised everything for us making sure we get maximum benefit from our pensions and investments, and also making sure everything is tax efficient. We have been working with Rachael for a number of years and her professional help and advice has been so beneficial to us, we have highly recommend ed her to friends and family.”
M Murray, Chapelknowe, Canonbie
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice 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 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.