• Rachael Bell Wealth Management

  • 01228 526976

    01228 526976

  • Parkland Village 3 Parkland Avenue Carlisle CA13GN

About Us

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.


Products & Services


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

Additional phone numbers

  • MOBILE : 07557450504
  • ALTERNATE : 01229808306

Opening Hours

  • Monday
    09:00 - 17:00
  • Tuesday
    09:00 - 17:00
  • Wednesday
    09:00 - 17:00
  • Thursday
    09:00 - 17:00
  • Friday
    09:00 - 17:00

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