Your Financial Planners

Adrian Bell

Overview

Adrian has more than 29 years of Financial Services experience, in roles ranging from Senior Investment Associate to Financial Adviser with a national Independent Financial Planning business before establishing Succeed Wealth Management Limited.

Adrian has:

Experience in core advice areas, as well as specialism in Inheritance tax, Wealth Management, at retirement and Later Life Advice
Achieved Personal Finance Society Diploma Level
Membership of the Personal Finance Society (PFS)
A network of specially selected experts to support your advice needs
Worked across all client areas and specialises with – private clients, families, corporate clients, SME, charities
Built a solid base of clients, by referral and through presenting Wealth Creation and Wealth Preservation seminars
Interests – playing golf, watching sport and cooking

Specific Skills:

Inheritance taxation
Wealth Management
Near and post retirement planning
Later life financial planning

Your support team

Mandy Cooke

Mandy is the office Manager in a role overseeing client administration and in support of the internal team. She is also responsible for financial and accountancy aspects of the company. Her role includes responsibility for the smooth running of the office environment and oversight of the team at Succeed Wealth Management.