Harry Bell Cfp™ Chartered Fcsi

Harry Bell is a Chartered Wealth Manager and Certified Financial Planner professional with extensive experience in providing expert financial guidance and advice. Harry specializes in areas such as lifetime cash flow modeling, investment management, inheritance tax planning, retirement planning, and life cover and income protection. Harry has held senior roles at prominent companies such as Charles Stanley & Co. Limited, Close Brothers Asset Management, Tilney Group & Bestinvest, Rowan Dartington, Brewin Dolphin, Killik & Co, and First State Investments. Their work experience includes providing regulated investment advice, delivering seminars and presentations on investment strategies, and servicing a range of clients including entrepreneurs, professionals, high net worth families, and business owners.

Harry Bell CFP™ Chartered FCSI began their education at Llanfyllin High School, where they attended from 1996 to 2001. Harry then went on to Millfield School from 2001 to 2003. After completing their secondary education, Harry attended the University of Leeds from 2003 to 2006, where they earned a Bachelor of Arts (BA) degree in Geography.

In addition to their formal education, Harry has pursued various certifications and diplomas in the field of finance and investment. Harry obtained the Certificate for Financial Advisers (CeFA) from The London Institute of Banking & Finance in July 2007. Harry has also acquired numerous qualifications from the Chartered Institute for Securities & Investment (CISI), including the Level 3 Certificate in Investments in June 2010, the Level 3 Certificate in Investment Management in March 2011, the Level 6 Certificate in Private Client Investment Advice & Management in September 2011, and the Chartered Fellow of the CISI in October 2013.

Harry's commitment to professional development continued with the attainment of the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment (CISI) in November 2013. Harry further enhanced their expertise with the Level 4 - Financial Planning and Advice qualification from CISI in May 2018. Most recently, in May 2022, Harry completed the Certified Financial Planner (CFP) designation and earned the Level 7 Diploma in Advanced Financial Planning, both offered by the Chartered Institute for Securities & Investment (CISI).

Throughout their educational journey, Harry has demonstrated a commitment to expanding their knowledge and expertise in the field of financial planning and investment management.