I have always been a believer in the power of collaboration – in the collective ability of businesses to affect significant and lasting change.

In Cumbria, our economy boasts fantastic breadth and depth – and together we can embrace that to work towards achieving sustainable growth and prosperity for all.

As a financial advice and wealth management Practice, we recently held the first of what will become a series of themed lunches.

The guest list was carefully curated; we wanted to ensure everyone at the table would benefit from the subject matter – and also from being in the room together.

Already I am receiving feedback from those who attended – and have been delighted to hear some are discussing mutually beneficial relationships.

Our lunches are intimate, small-scale gatherings. By bringing together entrepreneurs, industry leaders, and professionals from various sectors, we aim to foster a supportive network that goes beyond simple transactions.

The success of one business should be seen as an opportunity for others, rather than a threat. And if we embrace a mindset of collaboration, we build a resilient financial ecosystem that can weather storms, adapt to change, and thrive in an ever-evolving climate.

Our mission statement at Rachael Bell Wealth Management is to help our clients achieve their financial freedom – and to be by their side as they navigate life’s milestones.

 

We work with businesses in three key areas:

Helping business owners – whatever the stage of their journey – to ensure they are on the path to financial freedom and on track with their financial goals.

Delivering impactful and thought-provoking workshops for our clients’ employees, placing their financial well being at the heart of the conversation.

Connecting, collaborating and making a positive difference to the wider business community through events such as our Sustainable Cumbria Conference and our lunch series.

Practice life is busy but we will always make time for a meeting, if we believe we can make a positive difference.

To book an appointment with Rachael email rachael.bell@sajpp.co.uk or call 01228 526976.

Rachael Bell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website sjp.co.uk/products. The
“St. James’s Place Partnership” and the title “Partner Practice” are marketing terms used to describe St. James’s Place representatives.