Adrian Bell UHY Hacker Young Fitch
Adrian Bell
Wealth Management Partner
028 9032 2047

Adrian has more than 20 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)
  • Fully accredited membership of the Society of Later Life Advisers (SOLLA)
  • Fully accredited holder of the SOLLA Retirement Standard for advice
  • 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 – Running for charity, watching sport and cooking
Specific Skills:
  • Inheritance taxation
  • Wealth management
  • Near and post retirement planning
  • Later life financial planning