The team behind a Cumbrian financial planning companies is celebrating after achieving coveted senior partner status.
Rachael Bell Wealth Management, based in Carlisle, has been named as a Senior Partner Practice of St James’s Place, a FTSE 100 business and one of the UK’s leading wealth management organisations.
Senior Partner Practice status is awarded according to a strict set of qualification criteria relating to the overall value of investments overseen by Rachael Bell Wealth Management, the quality of advice available to clients and individual client reports.
Finally, it must be approved at board level by St James’s Place.
Rachael Bell, practice principal, said: “We have been working for quite some time to achieve this status and we’re delighted to have secured it.
“It has been a tough and rigorous process but this only makes it more worthwhile, in my view.
“We want the best for our clients, existing and new, and that means being able to offer the highest level of expertise and advice available to help them to realise their personal vision of financial freedom.”
Alongside Rachael, the team at Rachael Bell Wealth Management is made up of financial adviser Abigail O’Brien, client experience director Pam Brown, head of operations Gemma Brodie and office administrator Catriona Beattie.
Rachael added: “Just one in four practices working with St James’s Place go on to achieve this status.”
The firm operates across Cumbria and North Lancashire.
