Steven Bell

Please provide a brief comment about your experience with Steven

Steven was very thorough, knowledgeable and friendly.

Please provide a brief comment about your experience with Steven

He has been very easy to talk to and very easy to have a rapport with.

What were the circumstances that caused you to initially look for an adviser?

Retirement and looking at finances over the coming years

How has Steven Bell helped you?

Confidently laying out opportunities to show financial status providing practical advice

Have you seen the outcome you were hoping for?

Early Days

What could they have done better?

To be determined

Please provide a brief comment about your experience with Steven

Even though Steven knew I was not asking him for investment advice, he was very helpful when I wanted advice about possible tax liability if I cashed in an old savings account bond. He went to the trouble of contacting the firm and rang me back to confirm what he already thought might be the answer. If I needed investment advice I would have no hesitation in contacting Steven.

What were the circumstances that caused you to initially look for an adviser?

I was looking to consolidate historic pensions

How has Steven Bell helped you?

Multiple ways

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing