Stephen Bell at True Potential Wealth Management
Initial consultation free
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With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.
We can advise you on
Clients
helped
12helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Stephen Bell
Financial Adviser
What our clients say
m
Mairead
Stephen was very helpful and took the time to explain in great detail on how to manage the money from house sale verses the risk of letting/renting the house. Stephen advised a strategy which...
s
Sean
Stephen was extremely helpful with the level of information and advice. Thereafter I was confident in the choices and decisions I made about my pension. [pension & investment}
r
Robert
Punctual,professional,knowledgeable. No pressure discussions on possible options. Outlined services/options available with potential costs. {Estate -IHT Planning}
w
William
Stephen advised me how to amalgamate my pensions, very pleased with outcome. {Retirement Planning}
s
Simon
Stephen has been unwavering in his assistance and helped me achieve peace of mind {Pensions}
a
Allison
Very informative & knowledgeable but made it clear & easy to understand. Stephen has a very relaxed, friendly approach & there was no pressure to make decisions immediately. {Mortgage life & Critical...
Compliance
With investing your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. Pension eligibility criteria applies. 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies. True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 529810. <url hidden>.
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