David Bell work email
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David Bell personal email
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David is a founder and director of PCD Group, a leading platform that connects professionals in the private wealth sector through live events, digital content, and knowledge sharing opportunities. He has over 15 years of experience in advising high net worth clients on various aspects of personal tax and financial planning, as well as developing and executing intermediary marketing strategies for private banks and trust companies.He holds a degree in Economics from Cambridge University and several professional qualifications, including Fellow of the Institute of Chartered Accountants, Chartered Fellow of the Institute for Securities & Investment and Chartered Marketer. He is passionate about creating value and building relationships for his clients and partners, and leveraging his expertise in wealth planning and marketing to enhance their visibility and reputation in the industry. He is also a non-executive director of Medics.Academy, a healthcare education specialist that delivers innovative and scalable technology enhanced learning solutions.CAN WE HELP YOU?⧈ Are you looking to raise your company profile and that of key personnel to create opportunities with leading firms in the Private Wealth sector? ⧈ Are you planning to host events in key financial centres for professionals with the goal of creating new partnerships and driving business growth from advisors dealing with HNW clients? ⧈ Are you looking for new contacts in niche areas or new locations to expand the opportunity for your business? ⧈ Would you like to reach new audiences with dynamic and effective video and written content? GET IN TOUCH📧 David.Bell@pcd.group 📞 + 44 20 3004 9599📖 https://issuu.com/pcd_club📺 https://www.youtube.com/@PCDGroupJoin our Newsletter > https://www.pcd.group/make-it-happen
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Founder And DirectorPcd GroupBrighton, Gb -
Founder & DirectorPcd Group Jul 2008 - PresentBrighton, East Sussex, GbI founded PCD to help intermediaries in the private wealth sector connect more effectively and do more business. PCD Group has 3 distinct business lines to offer leading professionals a combination of live networking via PCD CLUB, content creation via PCD MEDIA & knowledge sharing opportunities via HNW Advisor. For more information visit www.pcd.group or call +44 20 3004 9599. -
Non Executive DirectorMedics.Academy Feb 2018 - PresentExmouth, England, GbMedics.Academy is a healthcare education specialist, building innovative products with public and private sector partners to deliver cost effective, scalable technology enhanced learning solutions. We provide healthcare education consultancy as well as product development and delivery. We have worked across the NHS in the UK.https://medics.academy/ -
Tax ConsultantMark Davies & Associates Ltd Jun 2016 - Jan 2018London, ,, GbClient facing tax advisor building a client book of UK resident non domiciled individuals. Focus on working with private banks and trust companies dealing with international clients in areas such as: managing assets within offshore structures (companies; trusts; foundations); using debt as part of tax planning; acquisition of property via offshore structures; remittance planning for UK resident beneficiaries. -
Senior Wealth PlannerLombard Odier May 2012 - May 2016Geneva, ChLeading the wealth planning offering for the UK, based in London with frequent travel to Switzerland. Regular interaction with Luxembourg, Bahamas, Dubai & Singapore offices. Working with private bankers and UHNW clients directly on cross border tax planning. Experienced in offshore structuring and information disclosure, such as CRS & FATCA. -
Wealth Structuring AdvisorMerrill Lynch Sep 2009 - Mar 2012New York, Ny, UsAdvisory role within the wealth structuring team to help provide financial planning and tax advice wealth management division in the UK and international offices. Regular interaction with Monaco and onshore US offices. Working with private bankers and HNW clients on tax planning for UK resident non domiciled individuals. -
Investment AssociateIngenious Media Sep 2008 - Sep 2009London, GbBusiness development role within the Investments division of media-finance house, Ingenious Media. • Responsibility for developing relationships with professional advisers to high net worth individuals • Maintaining professional knowledge and changes in legislation• Presenting opportunities to investors -
Chartered AccountantDixon Wilson Sep 2005 - Sep 2008London, GbTop 30 equivalent firm with 16 partners and offices in Paris and the City of London. Diverse client portfolio ranging from large family estates, trusts and farms to small & medium sized companies and individuals.• Advising on tax planning opportunities including income, capital gains and inheritance tax planning• Assist partners and senior mangers with complex one-off tax planning projects• Review tax returns prepared by other members of staff -
Marketing ExecutiveEmap Mar 2004 - Sep 2005London, England, GbBusiness development role supporting a sales team at DeHavilland, a political news division of EMAP PLC.
David Bell Skills
David Bell Education Details
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University Of CambridgeEconomics -
Prestatyn High School
Frequently Asked Questions about David Bell
What company does David Bell work for?
David Bell works for Pcd Group
What is David Bell's role at the current company?
David Bell's current role is Founder and Director.
What is David Bell's email address?
David Bell's email address is dt****@****ail.com
What schools did David Bell attend?
David Bell attended University Of Cambridge, Prestatyn High School.
What skills is David Bell known for?
David Bell has skills like Wealth Management, Investments, High Net Worth Individuals, Portfolio Management, Financial Planning, Financial Advisory, Asset Management, Estate Planning, Wealth Management Services, Tax, Investment Banking, Strategic Financial Planning.
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