Based in Cumbria, I provide Wealth Management advice to clients both within Cumbria, and more widely throughout the North of England and Southern Scotland.
I believe strongly in building long term relationships and trust, my clients feel that the advice and service I provide is of the highest standard. The foundations of Rachael Bell Wealth Management have been built on Empathy – Sincerity – Honesty and Integrity.
I know financial services is about strong relationships and is very much a people business. I am committed to providing high levels of client service and 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 and understand what my clients want to achieve. With an ever changing environment and changing client circumstances, I feel it is essential to write bespoke financial plans for clients to help them achieve their goals and more importantly, to review these plans regularly to ensure they remain current and accurate. I will work closely with you to agree the frequency of our meetings.
I am very passionate about my work and my clients, I aim to simplify often complex advice. My approach is adaptable and creative, I believe that much of my success is down to my ability to tailor my service and expertise to your individual requirements.
I work closely with other professionals such as solicitors, accountants and other financial services professionals to ensure my clients receive the best advice available and technical expertise which will complement my advice. It is not uncommon to hold joint meetings with these professionals which can often simplify the process and save valuable time.
Because of my passion and 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 and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and 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 and appropriate advice at all times.
Outside of my business, I enjoy entertaining and cooking for friends and family, spending time with my three Springer Spaniels Molly, Charlie and Daisy, Holidays in our motorhome with a particular love of Cornwall.
Charity is also important to me and I regularly give/participate in events etc.
*Trusts are not regulated by the Financial Conduct Authority
The personal touch is rare in the financial sector. Rachael and her team deliver it in buckets!
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The Partner Practice 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 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.