Bell Financial Planning Ltd

I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.

Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.

I am an independent financial adviser who can advise using the whole of the market and am restricted to the products of any one company. I have a particular interest in pensions accrued under corporate schemes having worked in this arena for many years.

We believe no one can predict the future... but we can certainly help you prepare for it financially!