Lewis Bell
Specialist Financial Adviser @Wesleyan
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WORK HISTORY
Specialist Financial Adviser @Wesleyan
As a Specialist Financial Adviser at Wesleyan, I focus exclusively on serving the unique financial needs of hospital doctors. With extensive experience in providing tailored protection, savings, and investment advice, I help medical professionals navigate the complexities of their financial landscape with confidence.My expertise includes: • Protection Planning: Ensuring you and your family are financially secure against life’s uncertainties. • Savings & Investments: Creating strategies to grow your wealth and secure your financial future. • Group Sessions & Drop-In Clinics: Offering convenient and informative sessions to address your financial questions and concerns in a supportive environment.Understanding the demanding schedules of doctors, I provide flexible, personalised advice that fits into your life. Whether you’re looking to safeguard your income, plan for retirement, or make the most of your investments, I’m here to help.For help or enquires please contact me on L••••••••@wesleyan.co.uk
EDUCATION
LIBF
Diploma for Financial Advisors DipFA (Level 4), Financial Planning and Services
ABOUT LEWIS BELL
With over 15 years of experience in Financial Services, I have developed extensive expertise across a wide range of financial products and services. My background includes roles in personal and commercial banking with Lloyds and Nationwide.In 2020, I advanced my qualifications by earning a Diploma in Regulated Financial Advice (Level 4) and am now working towards chartered status. I have worked with a diverse range of UK clients, addressing various financial planning needs, and am also CAS approved.Currently, I specialise in providing tailored financial advice within the medical sector. I assist HNW NHS doctors and private GPs with NHS pensions, private income streams, investments, and protection. Prior to this role my work has been with M&G Wealth’s digital team, where I have built on my experience and continued to achieve success.
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