Your Financial Planners


Adrian Bell

02890 311811

Overview

Adrian has more than 25 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)
  • Membership of the Society of Trust and Estate Practitioners (STEP)
  • 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

 

Image result for society of trust estate practitioners logo


Barra Gorman

02890 311811

Overview
Barra has more than 15 years of Financial Services experience, with 12 years advising clients. Previous roles include working as a Pension Technician for the Prudential, Financial Adviser with Barclays Wealth and as an Independent Financial Adviser with the national advice firm Positive Solutions.

 

Barra has:

  • Experience in core advice areas, as well as specialism in retirement financial planning and later life wealth management
  • Achieved Chartered Financial Planner status
  • Received the Special Award from the Insurance Institute of Northern Ireland for achieving exceptionally high standards across the Chartered examinations
  • Membership of the Personal Finance Society (APFS)
  • Fully accredited membership of the Society of Later Life Advisers (SOLLA)
  • Fully accredited holder of the SOLLA standard for retirement advice
  • Advised across all client areas including private clients, families and corporate entities
  • Interests include running, reading and spending time with family

Specific Skills:

  • Later life financial planning
  • Income and capital growth investment strategies
  • Near and post retirement planning
  • Estate planning
  • Wealth Preservation

 


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.

 

 

 

 

 

 

Initial meeting at no cost to you.

Tel: 02890 311 811

Email: admin@succeedwm.com

Gordon Street Mews, 27-29 Gordon Street, Belfast, BT1 2LG