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Past Winners 2017

2018 winners

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Educating future generations about finances is vital says Rachael Bell

How do you help future generations?

I’m passionate about giving time to develop and educate the next generation. This is true both within the business itself, and in the wider community. We are very excited to already be planning our very own ‘next generation’. My God daughter Abigail O’Brien is studying very hard to pass all of her exams to become a financial adviser. She is fabulous and will help us to continue to provide the levels of service which are so important.

As well as ‘keeping it in the family’, we’re very passionate about giving back to the community. Over the last year, the company has worked with Richard Rose Morton Academy in Carlisle to provide lessons focused around financial education and life skills; this has developed into a regular feature on the academy’s curriculum, with an hour a week given over to teaching students from Years 10 & 11. The aim is to build confidence and positivity as well as understanding the business of finance.

What does Rachael Bell Wealth Management do?

Providing advice to individuals and businesses in Cumbria and beyond about their finances and financial planning, Rachael Bell Wealth Management was founded in 2014 by Rachael Bell. The company has gone from strength to strength ever since and is an advocate of supporting younger people with financial education.

Many of the values which characterise family businesses; a personal approach, dedicated service, honesty and integrity are exactly what Rachael and her team also hold dear so it stands to reason that they are getting involved in this year’s Cumbria Family Business Awards by sponsoring the Food & Drink Producers category.

What makes your team work?

Along with my Practice Manager Pam Brown and Personal Assistant Gemma Brodie, both of whom I refer to as the ‘Charlie’s Angels’ of financial planning – we make a formidable team. That comes down to the mix of skills each of us brings to the table. It takes a great team to ensure continued success, development and growth and we pride ourselves on being unique, and offering a bespoke, exceptional service to all of our clients.

If you had one piece of advice to give about going into business on your own, what would it be?

Look after your clients and treat them like you would your own family; if I didn’t look after my clients and take the time to understand what is truly important to them, I would not have a business. Taking a leap and setting up Rachael Bell Wealth Management is the best thing I have ever done and I am constantly aware of what a privilege it is to work so closely with clients.

Learn more about Rachael Bell Wealth Management, and the work they do within the community,

here.

Our Sponsors

A huge thank you to all our sponsors for the Cumbria Family Business Awards 2019

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