Ross, Bell & Co IFA

Independent Financial Adviser  Fraser House, Perth and Kinross, Crieff, PH7 4HQ
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Rory Kelso
IFA
MRS Denise Lumsden
Gregor Elliott
IFA
MR William Bell
IFA
About us

We are a small firm based in Crieff, Perthshire and work with clients throughout Scotland and the UK. We have been in operation since 1996.

We advise on everything from Junior ISA's to Inheritance tax planning and it's not uncommon for us to count three generations of a family as clients.

As 'Independent' advisors we aren’t tied to any Financial Institutions. As a result you can be assured that our advice will be tailored to your own personal situation and will be completely unbiased. A cornerstone of our service is that we will always act in our clients best interest.

Our services

The small family feel to our organisation ensures that our clients receive a professional but personal service. There is no greater compliment than a referral and so we are proud of the fact that the vast majority of our new clients have been referred to us by existing clients.

Where to find us
Head office address: Fraser House, Muthill Road, Perth and Kinross, Crieff, PH7 4HQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 3rd May 2021

Similar advisers near you

Independent Financial Adviser 12.92 mi
I have over 20 years experience, in successfully helping people achieve their financial goals.
 
Independent Financial Adviser 15.26 mi
Unbiased whole of the market advice on * Existing and New Savings/Investments; * Pensions (Retirement Planning); * Estate and Inheritance Tax Planning; * Personal and Business Protection.
 
Independent Financial Adviser 15.46 mi
Your Time is Precious. “Time is more valuable than money. You can always get more money.” - Jim Rohn
 
Independent Financial Adviser 16.1 mi
Firm of Chartered Financial Planners, specialising in a range of high quality financial services to private and corporate clients.