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Shaun Bell

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South West

Covers

Cornwall, Devon

Shaun Bell

Independent Financial Adviser

I have a background in taxation and accountancy having worked for several major accountancy firms and have extensive experience of personal and corporate investment and pension planning and portfolio management as well as IHT Planning.

I am a wealth manager operating predominantly in the high net worth investment and pension arena focusing on structuring investment and Pension Portfolios, and on establishing strategies for inheritance tax mitigation.

My aim is to understand clients aims and objectives, to work in partnership with them, and to help to devise investment, pension and IHT strategies to help them achieve their financial goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South West

Covers

Cornwall, Devon

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