About Robert Bell
With over 26 years of experience within the finance industry, Robert established Bell Financial Planning in 2010 in order to deliver first class financial advice to clients both locally and nationally. Whether his clients require Flexible Pension Plans, Pension Transfer or Inheritance Tax Planning advice, his knowledge and understanding of financial services has allowed him to develop an expert advisory firm that provides a positive customer experience delivered by a caring family business.
Robert is a Fellow of the Personal Finance Society; a pension transfer specialist and holds both G.60 (Pensions) & AF3 (Pension Planning) advanced qualifications through the Chartered Insurance Institute.
Outside of work Robert enjoys cycling around the glorious Scottish Borders countryside on his road bike.