Ian Bell Wealth Management has been a Partner Practice in St. James's Place since 2006, becoming a Senior Partner Practice is 2018. Our office is situated in the heart of the Derbyshire Dales, in Wirksworth otherwise known as “The Gem of the Peak.” We specialise in face to face advice and can see clients at our office, in their home, or place of work. With recent technology advances, we also offer virtual meetings for clients via various platforms such as Zoom, Teams and FaceTime, making it easier to stay connected in all locations across the country.
Keeping up to date in this industry has always been essential and with the support of St. James's Place, Ian continues to study and his knowledge is regularly tested in the specialist areas on which he advises.
The last few years have seen continuing low interest rates. There is no doubt following Brexit and COVID-19 the next few years will pose new situations, some of which may be challenging as inevitably there will be changes in our economy that will impact our lives. The need for ongoing financial advice will be evermore important and we are committed to helping clients, existing and new, to understand what they need to do with regards to savings, investment and retirement planning.
As a business we are constantly looking at ways to improve our social responsibility; Last year we set up a project to consider all ways we operate the business and how it can be run as ethically and sustainable as possible, which we continue to do with improvements made regularly.
Please use the ‘contact us’ page or telephone us to arrange a meeting.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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.