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.
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.
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.
We would highly recommend mike if your after a mortgage. He came to our house and did the application with us and in no time at all we had our mortgage. He always answers the phone or emails promptly and...
Highly recommended, Michael is efficient, reliable and friendly, he provided me with a very professional service.
An absolutely great service provider, I contacted via this site last night, had a response immediately and saw me this morning! Great advice and I will be using Michael in the future and recommending to...