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Rachael Bell Wealth Management

Financial Advisers

Rachael Bell Wealth Management

  Parkland Village
3 Parkland Avenue
Carlisle
Cumbria
CA1 3GN

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 Financial advisors, Investment planning, Retirement planning, Inheritance tax planning, Protection planning, Corporate services, Banking and mortgages, Tax advice, Specialist insurance, Corporate lending

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Business Profile

About us As a Partner Practice of St. James's Place Wealth Management, we specialise in providing high quality, face to face advice on many aspects of Wealth Management, advising clients on a wide range of lifestyle planning areas including Investment Planning, Retirement Planning, Inheritance Tax Planning and Protection Planning. We provide tailor made solutions to meet your lifestyle aspirations, dreams and goals.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.

For full details of the range of products and services that are available to you, view our 'Wheel of Services'.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

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Index Card is Verified on Central Index

Rachael Bell Wealth Management
Verified ID: 1453622546321408

Verified 11/05/2021 @ 11:11:22
Last updated 24/05/2021 @ 19:05:04

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Opening Hours

Monday to Friday
09:00 to 17:00

Saturday to Sunday
Closed