About Rise Wealth
Rise Wealth was built around a single key purpose: to put our clients first. We believe in providing holistic, independent financial advice, communicated clearly, to each individual we work with. We are not affiliated to any finance company which means we can look across the whole financial market to develop recommendations and solutions that are unique to you.
We focus on offering a bespoke service because no two people require the same approach. We are committed to delivering personalised solutions that are tailored to meet the unique needs of each client. At Rise Wealth, we pride ourselves on our ability to offer strategic financial guidance that empowers our clients to make informed decisions. We help people from all walks of life and at all stages of their financial journey, whether planning for your future, making the transition to retirement, or managing your finances during retirement as you look to pass on some of your wealth to the next generation, we can assist.
Our mission is to build long-lasting relationships based on trust, integrity, and exceptional service.
Our Founder
Lily Bell
Lily Bell is a Chartered Financial Planner and Fellow of the Personal Finance Society. With almost a decade of experience in the financial advice industry, she is committed to providing you with a highly personalised and professional advice service, centred wholly around you. Lily also has extensive experience and expertise in working with businesses and their shareholders to structure both corporate and personal financial planning.