Rachael Bell Wealth Management
Rachael Bell Wealth Management
3 Parkland Avenue, 3 Parkland Avenue
Carlisle
Cumbria
CA1 3GN
United Kingdom
Tel: 01228 526976
Business type:
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
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
Opening Times
Mon
09:00AM - 05:00PMTue
09:00AM - 05:00PMWed
09:00AM - 05:00PMThu
09:00AM - 05:00PMFri
09:00AM - 05:00PMSat
ClosedSun
ClosedPhone Numbers
Main
01228 526976Mobile
07557 450504
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