Steven Bell - Financial Adviser

An experienced and highly personable Financial Adviser based in South Yorkshire, working with clients all over the UK.

With over 15 years experience in the financial services industry, having worked previously for the commercial arm of a global bank, I am fortunate to have worked with some of my clients over many years. I take pride in getting to know what my clients really think, feel and want from their financial adviser, and together we build plans that help you to get where you want to be.

Working in partnership with True Potential Wealth Management, one of the industry’s most progressive and innovative technology companies, I am able to offer my clients an unparalleled service in terms of technology, transparency and access to a range of investment solutions with the flexibility to search the whole of the market for the most appropriate solutions.

Whilst the technology Is cutting edge, the real value comes from the personal approach and ongoing service which I believe is the most important thing to consider when choosing an adviser you feel you can work with.

I work with a select number of clients ranging from individuals to multi nationals and small companies, entrepreneurs, sports professionals, trusts and charities, working closely with them to help them to achieve their goals.

I take time to get to know you and what’s important to you, and, through award winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. As a result, you will be better informed, confident and empowered to get to where you want and need to be.

Please contact me for a chat or to arrange a no obligation meeting, to see if you feel we can work together and if I can add real value.

Areas Served

  • All of UK

Steven Bell - Financial Adviser

Steven Bell - Financial Adviser

An experienced and highly personable Financial Adviser based in South Yorkshire, working with clients all over the UK.

With over 15 years experience in the financial services industry, having worked previously for the commercial arm of a global bank, I am fortunate to have worked with some of my clients over many years. I take pride in getting to know what my clients really think, feel and want from their financial adviser, and together we build plans that help you to get where you want to be.

Working in partnership with True Potential Wealth Management, one of the industry’s most progressive and innovative technology companies, I am able to offer my clients an unparalleled service in terms of technology, transparency and access to a range of investment solutions with the flexibility to search the whole of the market for the most appropriate solutions.

Whilst the technology Is cutting edge, the real value comes from the personal approach and ongoing service which I believe is the most important thing to consider when choosing an adviser you feel you can work with.

I work with a select number of clients ranging from individuals to multi nationals and small companies, entrepreneurs, sports professionals, trusts and charities, working closely with them to help them to achieve their goals.

I take time to get to know you and what’s important to you, and, through award winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. As a result, you will be better informed, confident and empowered to get to where you want and need to be.

Please contact me for a chat or to arrange a no obligation meeting, to see if you feel we can work together and if I can add real value.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Steven Bell - Financial Adviser

"I have known Steven Bell for around 20 years, he has always provided great advice in a simple and straight forward manner. I would not put my financial future in anyone else's hands."

My clients say...

Steven Bell - Financial Adviser

"I have used Steven's services for 10 years for financial advice, both personally and for my company, and have always found him to be of the highest integrity and professionalism and look forward to continuing our working relationship. I would recommend Steven to anyone who is looking for a personable, friendly and professional approach to financial advice."

My clients say...

Steven Bell - Financial Adviser

"Steve is an excellent financial advisor, he really simplifies the complicated nature of this sector. The True Potential platform is a revelation and is so much more than an investment management tool. To have one portal such as this makes life so much easier, one central source for all your important plans, insurances and life documents. While fully automated the human personal touch remains, greatly appreciated. "

My clients say...

Steven Bell - Financial Adviser

"As I had more and more money to invest over the years, it became increasingly important that my affairs were handled in a professional business like manner. I was introduced to Steve through cycling initially and found him to be very easy to get along with. It was a good while later I became aware he was a financial adviser, he certainly didn't push the fact. Steve now oversees my entire investment portfolio, from ISA's to pensions and can only describe the service he gives as exemplary. I find that he is there to advise in a very non invasive way, there is no pushiness with Steve, although he will briefly give me things to cogitate on, which he feels are in my best interest. Above all things that Steve brings to the table is a implacable trust that he has my best interests at heart. I would recommend his services to anyone who requires a truly gifted professional, that you will enjoy dealing with and be able to trust with a most important aspect of all of our lives. "

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