Travis Bell
Associate Financial Planner
Professionally
Travis has worked in financial planning since 2021, gaining experience across both client facing and paraplanning roles.
Day to day, Travis helps support advisors by conducting research and analysis to help shape client recommendations. Travis regularly interacts with clients through meetings, fact finds and ongoing communication, helping to build strong relationships He holds a Level 4 Diploma in Financial Advice, providing a strong foundation in financial planning.
Personally
Travis has always been keen in sports, particularly playing rather than watching and makes an effort to stay active by going to the gym regularly.
He enjoys trying new restaurants and spending quality time with friends, family and his spaniel, Rocco.
Travis in the spotlight
My favourite holiday destination is:
Anywhere in Italy!
If I could be any fictional character, I would be:
Batman
The best gift I’ve ever received is:
My Dog, Rocco!
