Adrian Bell

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