0330 038 8941
Based in Doncaster
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2019
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 20 July 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
2
Recent Client Reviews
Steven has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 23 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 20 July 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
2
Recent Client Reviews
Steven has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 23 first impressions)
Steven Bell – Top Rated Financial Adviser 6 Years Running If you're looking for a highly rated financial adviser in Doncaster or South Yorkshire, I’ve been proud to be recognised as a VouchedFor Top Rated Adviser in The Times every year since 2019. Over the past 23 years, I’ve worked with individuals, families, and business owners to provide personalised financial planning, wealth management, and retirement advice. When Should You Seek Financial Advice? Whether you're confident managing your own finances or have never worked with an adviser before, there are certain points in life where professional financial advice can make a real difference. Planning for retirement or early retirement Making the most of your savings and investments Reducing tax liabilities Creating an exit strategy from your business Funding education for children or grandchildren Navigating estate and inheritance planning Good advice doesn’t just help grow your money—it can help you feel more confident about the future and support better decision-making in life. A Personal and Professional Approach What truly makes a great financial planner isn’t just technical knowledge—it’s the ability to listen, understand what matters most, and build a plan around that. I work with: Young professionals starting out in their careers Business owners seeking tax efficiency and succession planning Families with complex trust and estate needs Retirees who want to make the most of their pension options and savings I take pride in building long-term relationships with clients, supporting them at every stage with regular reviews and a clear, evolving strategy. Practical, Modern Financial Advice I offer: Face-to-face meetings (Doncaster and surrounding areas) Secure video and phone consultations 24/7 access to your finances via the True Potential platform You’ll benefit from the convenience of modern technology combined with the reassurance of personal, tailored advice. If you’re ready to take more control of your finances, or just want a no-obligation chat, I’d love to hear from you. Whether it’s investment planning, pension drawdown, inheritance tax, or financial advice for business owners, I can help you develop a strategy to move forward with confidence.
Offers available through VouchedFor
Contact Steven through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Steven's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.