Service Levels

At Bell Wealth Management Limited we believe that professional financial planning and advice can add significant value to individuals and businesses. It is because of this belief that we provide and commit to clearly defined ongoing service propositions.

There are 3 different service propositions – Wealth, Planning and Transactional – from which to select depending on your future advice requirements.

We will assist you in choosing the Service Level which most accurately reflects your future needs. The Service Levels can be changed as and when your circumstances require.

A Service Level agreement will be signed by both you and Bell Wealth Management Ltd and the costs discussed and confirmed. The month the Review Meetings will take place will also be agreed with you.

However, irrespective of which proposition you choose, the quality of advice and service you receive will not be compromised and will be conducted in an efficient, courteous and professional manner.


Want to know more?

Please contact us today by email:

Address: Cottingley House, Georgian Way, Bridlington ,East Yorkshire, YO15 3TB