Our People

Robert Bell- Managing Director & Chartered Financial Planner

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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.

Sandra Bell- Director

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About Sandra Bell

Central to the ethos of Bell Financial Planning is a commitment to individual client servicing, Sandra works hard to ensure that the business runs smoothly and effectively in order that each and every customer feels that all of their particular requirements are met.

Sandra enjoys spending her free time horse riding on a beautiful little Irish Cob from Nenthorn Equestrian Centre.

Connor Bell- Financial Adviser

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About Connor Bell

Connor has recently became fully qualified as a Financial Adviser and is now continuing his studies to achieve Chartered status.

Outside of work Connor enjoys playing rugby with his local team Gala YM RFC, as well as going to the gym, mountain biking, fly fishing and socialising with friends.

Margaret Johnston - Paraplanner

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About Margaret Johnston

Margaret joined Bell Financial Planning in May 2018 as a Paraplanner and brings a wealth of experience from previous employment within the Financial Services Industry. Margaret is a valuable part of our team, working closely with our advisers and looking after our clients. Margaret has obtained CII qualifications – Certificate in Regulated Financial Operations, Award in Financial Administration (Life) & Award in Financial Administration (Pension).

Outside of work Margaret enjoys spending time walking her dog, caravanning, motorcycling and Kite Flying.   She is also learning to play the piano and brushing up her golf skills.

Evelyn McLean - Compliance Assistant

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About Evelyn McLean

Evelyn joined Bell Financial Planning in February 2019 as Compliance Supervisor and Directors’ Assistant after a 30-year career in tax compliance, tax planning and latterly Wills, Trusts and Estates.  During her previous career Evelyn was a Fellow of the Association of Taxation Technicians and member of the Society of Trust and Estate Practitioners and in 2018 decided to take a career break to reassess her work-life balance.

Outside work Evelyn is a volunteer Adviser for the Citizens Advice Bureau and enjoys spending time with family and friends, keeping fit, horse riding, gardening and holidays in the sun.

 

Want to know more?

Call us for a friendly chat on 01896 808198 or email: mail@bellfinancialplanning.co.uk