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Rachael Bell Wealth Management

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Phone

01228 526976

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Service Number

n/a

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Fax Number

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Last Updated On

Jul 5, 2025, 2:29:51 AM

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3 Parkland Avenue

CA1 3GNCarlisleEngland

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Listing ID

47394367

About Rachael Bell Wealth Management

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.

Keywords

Financial advisorsInvestment planningRetirement planningInheritance tax planningProtection planningCorporate servicesBanking and mortgagesTax adviceSpecialist insuranceCorporate lending

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Opening Hours

Monday

9:00 AM - 5:00 PM

Tuesday

9:00 AM - 5:00 PM

Wednesday

9:00 AM - 5:00 PM

Thursday

9:00 AM - 5:00 PM

Friday

9:00 AM - 5:00 PM

Saturday

Closed

Sunday

Closed

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