WELCOME TO BELL FINANCIAL PLANNING

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Savings, Investments & Pensions

Since 2010 we’ve supported individuals and businesses across the Scottish Borders and beyond, helping them make confident, informed financial decisions.

As fully independent financial advisers our recommendations are always aligned with your best interests.

Whether you are planning for retirement, building wealth through investments or simply want to understand your options better, we are here to help.

SERVICES

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How we can help

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    SAVINGS & INVESTMENTS

    We will help you understand the difference between savings and investments and find the right balance between return, risk and access.

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    PENSIONS

    We will explain your options, recommend suitable plans and monitor your plan regularly.

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  • Line art icon of a shield with a pound currency symbol in the center

    PROTECTION

    From life cover to income protection, we will help you find the right protection plans for your needs and budget.

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    INHERITANCE TAX

    Maximise the wealth you transfer to future generations, by using a combination of effective strategies.

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ABOUT

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A group of five people and one dog standing indoors against a gray wall. Four women and one man; the woman on the left is wearing a black dress and red high heels, the man in the middle is wearing a light blue dress shirt and dark pants, the woman next to him is in a patterned blouse and dark pants, and the young woman on the right is in a white sleeveless blouse with dark pants. The dog, a large curly-haired breed, is sitting in front of the group.

Why choose us?

At Bell Financial Planning, we value trust, professionalism and putting clients first. Our long term relationships are founded on our commitment to providing clear, independent advice backed by years of experience and genuine care.

Please note: Our services are most appropriate for clients with investable assets of £150,000 or more.

Our approach is different

1

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LISTEN

Our process is personal, we take the time to understand your goals.

2

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REVIEW

We review your current position and any concerns you may have.

3

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TAILOR

We create a tailored plan that evolves with your needs.

Office workspace with a woman sitting at her desk, blurred in the background. There is a computer monitor displaying a financial planning website for savings and investments, with a partially visible desktop phone, a desktop computer, and office supp
Bell Financial Planning. A historic red brick building with ornate architectural details, multiple windows, a large arched window displaying investment and retirement planning signs, and a white door surrounded by flowers and outdoor furniture.
Evelyn McLean smiling while sitting at a desk in a modern office space with natural light.
Headshot of a Sophie Bell of Bell Financial Planning wearing a sleeveless white blouse, against a grey background.
Business documents, including a portfolio report, on a white desk with a black keyboard and a person in the background holding a brochure.
Computer screen displaying a financial planning process with a step-by-step list and a blue background.
Financial planning documents including a portfolio recommendation report, an investment report, and a financial planning book with a white cover and blue text.
Robert Bell sitting at a table, holding a smartphone, smiling, with papers on the table.

  • "Working with Bell Financial Planning has been one of the best decisions I've made for my financial wellbeing. Every conversation feels built on trust, honesty and professionalism and, as a small family run firm, they bring a personal touch which is hard to find elsewhere. Robert took the time to get to know my short- and longer-term needs and provided tailored advice in a way that was straightforward and easily digestible to a lay person. I'm grateful to have such a dedicated and knowledgeable financial planner supporting me"

    J, Melrose

  • "In the years I've been advised by Robert Bell, I have never been disappointed or misdirected: he is meticulous, prompt, flexible and both comprehensive and comprehensible - recommended!"

    McD, Edinburgh

  • "Robert has acted for my family for a number of years. His advice has been sound and his judgement well balanced. He has co-operated fully with me and with my accountants at all times. I would have every confidence in recommending him and his Company to any prospective client."

    D, Wooler

Contact us today

We would love to hear from you. Get in touch today with any questions or to book a consultation.

15 Market Square, Melrose, TD6 9PQ

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mail@bellfinancialplanning.co.uk

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01896 808 198

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