Ross, Bell & Co IFA

Independent Financial Adviser  Fraser House, Perth and Kinross, PH7 4HQ
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
MR Rory Kelso
IFA
MRS Denise Lumsden
MR William Bell
IFA
Gregor Elliott
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, 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
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022

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