BA (Hons), FPFS
Independent Financial Adviser & Pension Transfer Specialist
Northamptonshire
Qualified client focused Chartered Financial Planner with over two decades of experience. I have been a member of the Abacus advisers’ group since 2012. I Provide full independent holistic financial planning, that addresses the needs and aspirations of all clients. I take the time to listen and understand your circumstances.
Having been awarded the status of a Fellow of the Personal Finance Society and hold a degree in Financial Services. This allows me to give expert jargon-free financial advice and focus on providing clients with bespoke recommendations. I enjoy combining the traditional personal face to face approach and the use of modern technology, which helps me connect with clients across England & Wales and build successful long-term relationships.
I specialise in personalised financial solutions for all private individuals seeking assistance with their savings and investing for retirement planning. Managing clients’ assets with our expertise on wealth management, protection, long term care and trust planning. I put my clients at the heart of everything I do ensuring that I operate with the highest level of integrity and transparency.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Equity Release
Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Defined Benefit Transfer Specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Contact Glen Bell, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.