Michael Bell
  • 15 Allardene
    EVESHAM
    Worcs
    WR11 1EA
“Financial Planning from an Evesham "local" with many years’ experience in this field. Access to Personal website to show all assets in a single place – most with live valuations. Easy cost effective online performance review More inter-active process between you and your adviser to ensure your Plans match your needs.”

About Michael Bell:    Call 01386 48076

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.

With over 19 years’ experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

I have been a financial adviser for over 19 years in the Evesham  and surrounding areas and offer a comprehensive financial planning service. 
I Hold the Diploma of Financial Planning with additional Qualifications to also advise on Mortgages and equity Release.

My initial consultation is at my expense and without obligation. My services for investment and Pension business is Fee Based and no commission is now payable, for Mortgage and Protection business it can be commission or Fees. True Potential Wealth Management provide the latest award winning on-line services and research facilities.

Services Offered

  • Savings and Investments
  • Retirement Planning
  • Mortgage & Borrowing
  • Protection Planning
  • Trust and Estate Planning

Michael Bell is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810

We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

Non-investment protection contracts

 True Potential Wealth Management are not responsible for nor does the Financial Conduct Authority regulate advice given with regard to taxation matters.

 

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Mortgages

We will advise and make a recommendation for you after we have assessed your needs.

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.

Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

 Email: wealthmanagement@tpllp.com    

Web: www.tpllp.com

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