I joined Rachael Bell Wealth Management in 2025, having worked in financial services across Cumbria for almost 10 years. As a Chartered Financial Planner, I work alongside Rachael to provide tailored financial advice and help our clients achieve their long-term goals.

We advise on a wide range of areas, including investment planning, retirement planning, estate planning and trusts, supporting clients through every stage of their financial journey.

I live in Carlisle with my husband, and outside of work I enjoy keeping active through running. You'll often find me taking part in local races and events, with the highlight so far being completing the London Marathon in 2025 – an experience I'd love to repeat one day.

When I'm not running, I enjoy reading and regularly challenge myself to read at least 70 books a year. I also love travelling and exploring new places. One of my most memorable experiences was climbing the Great Wall of China in 2025.

Trusts are not regulated by the Financial Conduct Authority.