Simon Bell
BA (Hons) DipPFS CeMap CertCII (MP)
The service I provide goes far beyond simply recommending the right financial policy or product. I take the time to build a relationship with my clients and get to understand their situation to create a bespoke financial plan that will help them to achieve the lifestyle they deserve. I also work closely with other complementary advisers, such as Solicitors and Accountants, in order to ensure a comprehensive approach to financial planning.
About
I have worked as a Financial Services professional since graduating from university in 1997. In 2004 I started specialising in providing advice for the medical and dental professions and continue to do so today alongside individuals and businesses from a variety of different professions across the South of England.
I am committed to spending my career as an adviser to my clients and was delighted to be invited to become a Partner of St. James's Place, confident in the offering for my clients. As a highly experienced financial services professional, I came to the conclusion that I could offer my clients an enhanced service by joining St. James's Place.
I have found over the years that while my clients share similar concerns, most have individual needs. Many have received financial advice in the past; however, the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet my clients’ objectives, I discuss their financial situation with them and ascertain what their needs are. If we agree that there are any shortfalls in their financial planning, I will formulate solutions for them and let them decide whether or not they want to proceed with my recommendations.
I offer face-to-face advice at intervals agreed at the outset and at a minimum of at least one face-to-face review per year. As well as access to online valuations whenever they are needed, I also make a pledge to all of my clients that I will personally return all phone calls within 24 hours and am available from 8am to 6pm seven days a week for any telephone enquiry.
Testimonials
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
