Steven Bell

Top Rated Adviser over each of the last 6 years. Seeking financial advice may or may not be something you have considered previously, You may be very confident in making financial and investment decisions and understanding financial matters, or be someone who prefers to seek help here. Whatever your view here, there are certain points in all of our lives, where seeking professional advice can have a huge fundamental impact on not just your finances, but helping to make other decisions in life about what to do next. 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. I believe the key to being a good financial planner, is is not just having the correct level of technical knowledge, but more importantly the ability to listen and connect with what really matters to clients. Working closely with individual and business clients over the last 23 years has helped me to understand what's really important to people. My client base is very diverse, ranging from young professionals just starting their financial planning journey to older clients enjoying the benefits of having planned for the future. I advise business owners on their personal and corporate planning, family's with more complex Trust and Estate planning issues and take pride in building great relationships and trust with my clients. It is an amazing privilege and responsibility knowing so much about a client’s private affairs, their hopes and aspirations and to work together with them, to help create a focussed plan to achieve these goals. So, if your goal is to ensure your savings are working effectively for you, to fully understand the options around taking retirement benefits. To reduce tax liabilities, 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 to help to this is key. I work closely with my clients, with regular reviews to update their plans and objectives. The technology available these days is great, but there is no substitute for 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. We provide video call and telephone meetings whilst meeting face to face is not possible, or if pressures on time make this easier. Please contact me for a no obligation chat or initial meeting, to see if we can work together and if I can help you to take control over managing your wealth more effectively and to achieve your goals.