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.