0330 038 8940
Based in Bangor
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 08 March 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
24
Recent Client Reviews
Stephen has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 08 March 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
24
Recent Client Reviews
Stephen has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked and advised in financial services for over 20 years and attained extensive financial planning knowledge which I apply on a daily basis, I provide a wide range of advice to individuals, families and businesses, on investment, retirement planning and protection needs, tax and IHT planning solutions. My focus is the provision of sound financial planning advice based on personal circumstance, financial aspirations and an agreed realistic financial goal, part of achieving these outcomes relies on our mutual commitment to ongoing annual financial reviews, I believe this to be of great importance when advising on any financial goal. As a focussed professional adviser you can be assured that you will receive the best possible advice, service and support at all times. Whether you’re just starting out on your financial journey or seeking the peace of mind that you are doing the most with your money we can assist you at every stage. I provide customers with 24/7 access to their personal web application offering daily valuations, financial updates and various financial resources via our award winning technology. As a wealth management partner at true potential wealth management LLP, I advise customers across the UK with a primary focus on Northern Ireland, either face to face at our office, your home/business or through video call technology. As an experienced and committed financial planner I hold myself to the highest professional and ethical standards. I look forward to speaking with you soon. https://www.truepotential.co.uk/stephen-bell/
Offers available through VouchedFor
Contact Stephen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stephen's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.