Rachael Bell Wealth Management

FRN: 655828
Last scraped: 13 hours ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

3 Parkland Avenue

Carlisle

Cumbria

CA1 3GN

UNITED KINGDOM

Phone

+4407557450504

Web

https://www.rachaelbellwealthmanagement.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Abigail Grace O'Brien
IRN AXO06965
- (2)Employed By (6 Oct 2018 to 27 Dec 2023)
Catherine Louise Woodman
IRN CXW70504
- (1)Employed By (9 Apr 2020 to 5 Nov 2021)
Chelsea Louise Whittock
IRN CXP00418
- (3)Employed By (since 8 May 2025)
Keith Bell
IRN KXB00758
- (1)Employed By (since 28 Apr 2026)
Rachael Margaret Bell
IRN RMB00086
- (2)Employed By (since 27 Nov 2014)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.