Cumbrian financial planning company Rachael Bell Wealth Management has achieved the prestigious senior partner status.

The Carlisle-based firm, renowned for offering advice in retirement, investment, tax, inter-generational planning and financial strategy, has been recognised as a Senior Partner Practice of St.James's Place.

This FTSE 100 business is one of the UK's prominent wealth management organisations.

The designation acknowledges the high level of expertise that Rachael Bell Wealth Management provides to its clients.

The robust and rigorous qualification criteria included the value of investments managed, the quality of advice to clients, and individual client reports.

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.

"Quite rightly, 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.”

The Rachael Bell Wealth Management team is comprised of Financial Adviser Abigail O’Brien, Client Experience Director Pam Brown, Head of Operations Gemma Brodie, and Office Administrator Catriona Beattie.

Their collaborative efforts assist business owners, managers, and young professionals plan towards their life and retirement goals.

Ms Bell added: “Just one in four practices working with St. James’s Place go on to achieve this status.

“Not only is it wonderful to see our hard work recognised in this way, I hope it also provides reassurance for our clients - existing and future - that everything we do is to the highest possible standard.”