At Retirement Professionals, our people are at the heart of everything we do. Our experienced team delivers clear, honest and personal financial advice — because your retirement deserves nothing less. Proudly voted by our clients as a Vouched For Top Rated Advice Firm for the last two years, as distributed, in The Times and The Telegraph, we’re committed to providing guidance you can trust.
Senior Management
David Bell Company Director & Independent Financial Adviser
David founded Retirement Professionals in 2014 after more than 26 years in financial services. He specialises in helping clients navigate complex retirement, pension and investment decisions with clarity and confidence. David also provides expert guidance on inheritance tax planning and trust strategies—an increasingly vital area as major pension rule changes take effect from April 2027. Known for his calm, transparent approach, he supports clients in structuring their wealth effectively, protecting their families and achieving long‑term financial security. His commitment to integrity and personalised advice is the foundation of the trust clients place in him. Proudly voted by his clients as a Vouched For Top Rated Adviser for the last four years, as distributed, in The Times and The Telegraph, he is committed to providing guidance you can trust. |
Hayleigh Bell Office Manager & Senior Adviser Support
Hayleigh has been an integral part of Retirement Professionals since its launch in 2014, playing a key role in building the firm’s reputation for exceptional client care. With extensive experience in financial services administration—beginning her career in mortgage administration at just 18—she now serves as our Office Manager and Senior Adviser Support. Hayleigh oversees the smooth running of our back‑office systems, ensuring accuracy, efficiency and a consistently high‑quality client experience. Her meticulous approach, deep operational knowledge and genuine commitment to helping clients feel supported make her an invaluable part of the team and a trusted point of contact for clients throughout their financial planning journey. |
Advisers
Ian Swan Independent Financial Adviser
Ian joined Retirement Professionals in 2017, having first worked with David in the early 2000s at a life insurance company in Manchester, supporting families with protection and mortgage cover. |
Nathan Buckley Independent Financial Adviser
Nathan joined Retirement Professionals in 2025 after successfully completing his financial advice exams, bringing with him a natural passion for helping clients achieve financial clarity and confidence. Having grown up with both parents working in the financial advice profession, he combines strong technical foundations with an instinctive understanding of client needs. Before joining the team, Nathan worked in the medical systems industry, managing multi‑million‑pound solutions and developing exceptional problem‑solving and communication skills. As our newest adviser, he has quickly built a strong client base thanks to his approachable manner, attention to detail and genuine commitment to supporting clients through both the accumulation and decumulation stages of life. Nathan delivers advice that is honest, accessible and tailored to each individual’s goals. |
Adviser & Client Support Team
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Rachel Woodhouse Adviser Support
Rachel joined Retirement Professionals in early 2026 after a successful career in the fine wine industry, bringing with her exceptional client‑care skills and a strong eye for detail. Now working towards her financial services qualifications, she plays a vital role in supporting our advisers and ensuring every client interaction runs smoothly. Rachel assists across retirement annuity planning, pension administration and supporting the advisers, delivering prompt, friendly and reliable support. Her enthusiasm, professionalism and natural ability to build rapport have quickly made her a valued and trusted member of the team. |
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Brooke Lord Client Support
Brooke is the youngest member of the Retirement Professionals team and has quickly become an invaluable part of our client support function. Currently working towards her business apprenticeship — which she is on track to pass with flying colours — she brings energy, enthusiasm and a determination to ensure no task is ever left incomplete. Often the first friendly voice our clients hear, Brooke supports advisers across pension administration, retirement planning support and client servicing. Her reliability, eagerness to learn and genuine care for clients have made her a much‑appreciated and trusted member of the team. |
Office Dog
Cooper Chief Morale Officer
Cooper, our much‑loved Cavapoochon, proudly serves as Retirement Professionals’ Chief Morale Officer. Since joining the team, he has taken charge of office happiness, lunchtime quality control and ensuring no leftovers go unnoticed. He spends most of his day relaxing on his bed, but keeps a close eye on the advisers—springing into action the moment someone stands up, ball in mouth, ready for a quick game of office “paw ball”. A devoted fan of treats (especially Ian’s extensive cheese selection), Cooper brings warmth, energy and endless enthusiasm to the office. With his constant tail‑wagging positivity, we like to say, his happiness compounds daily — he’s our most reliable source of positive returns. |