1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. Roxburgh Ettrick And Lauderdale
  8. breadcrumb-arrow
  9. Kelso
  10. breadcrumb-arrow
  11. Bell Financial Planning Ltd

Bell Financial Planning Ltd

Independent Financial Adviser  15 Market Square, Melrose, Roxburghshire, TD6 9PQ
check
FCA authorised
Last authorised 29th March 2021
Independent Financial Planners offering unbiased and highly regarded advice on Pension, Investment, Mortgages & Protection
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Lump sum
check
National savings
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Meet our advisers
MR Robert Bell DipPFS
Managing Director
About us

Our company was established in September 2010 and is based in Melrose. We have a wide geographical client base including London, Northumbria & Edinburgh.

Our services

We offer plain speaking advice with a clear upfront proposition on services offered to our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

15 Market Square, Melrose, Roxburghshire, TD6 9PQ

Similar advisers near you

Eildon Financial
Independent Financial Adviser 8.84 mi
Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
 
See profile
Truly Independent- Mary Hemingway
Independent Financial Adviser 9.13 mi
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.
 
See profile
Prosperity Financial Advisors & Stockbrokers
Independent Financial Adviser 11.17 mi
We believe no one can predict the future... but we can certainly help you prepare for it financially!
 
See profile
Prosperity Financial Advisors & Stockbrokers
Independent Financial Adviser 11.17 mi
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.
 
See profile