
Steven Bell
Top Rated Adviser listed in The Times for the last four years. Financial Planning, Wealth Management, these are all... | Bawtry, England, United Kingdom
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Steven Bell’s Emails st****@hs****.com
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Steven Bell’s Location Bawtry, England, United Kingdom
Steven Bell’s Expertise Top Rated Adviser listed in The Times for the last four years. Financial Planning, Wealth Management, these are all terms for something that is fundamentally important to all of us. Having sufficient financial security to be able to do the things in life that make us happy. Having a good understanding of where you want to be, and how you can get there, is key with any plan. Working closely with individual and business clients over the last 20 years has helped me to understand what's really important to people. By working together we can help you to quantify what your financial goals actually look like, and using the latest technology, enable you to easily track and review the progress you are making to achieving this. So if your goal is to be able to retire comfortably, to fully understand the options around taking retirement benefits, to fund private or further education for your children, or creating an exit strategy from your business, having a plan and a definite strategy in place for managing your wealth is key. The technology available these days is great, we regularly talk through video calls, but there is no substitute to personal and face to face advice, to be able to sit down with someone and explain what you really want and feel about what's important to you. I work closely with my clients, with regular reviews to update them on things to consider, the progress being made and to understand how their objectives may be changing. Please contact me for a no obligation chat or initial meeting, to learn about how we can help you, to see if we can work together and if I can help give you control over your financial future.
Steven Bell’s Current Industry True Potential Wealth Management
Steven
Bell’s Prior Industry
HSBC Bank UK
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HSBC Commercial Banking
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True Potential Wealth Management
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Work Experience

True Potential Wealth Management
Financial Planner / Partner
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
HSBC Commercial Banking
Commercial Financial Adviser
Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
HSBC Bank UK
Personal Financial Adviser
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)