Robert Bell

Robert Bell Email and Phone Number

Managing Director at Bell Financial Planning Ltd, Chartered Financial Planner @
Robert Bell's Location
Melrose, Scotland, United Kingdom, United Kingdom
Robert Bell's Contact Details

Robert Bell work email

Robert Bell personal email

n/a
About Robert Bell

Robert Bell is a Managing Director at Bell Financial Planning Ltd, Chartered Financial Planner at Bell Financial Planning Ltd. He possess expertise in pensions, investments, financial planning, mortgage lending, protection and 17 more skills.

Robert Bell's Current Company Details
Bell Financial Planning Ltd

Bell Financial Planning Ltd

Managing Director at Bell Financial Planning Ltd, Chartered Financial Planner
Robert Bell Work Experience Details
  • Bell Financial Planning Ltd
    Owner
    Bell Financial Planning Ltd Sep 2010 - Present
    Melrose, Scottish Borders, United Kingdom
  • Bell Financial Planning Ltd
    Managing Director
    Bell Financial Planning Ltd Sep 2010 - Present
    Specialist Chartered Financial Planner providing independent financial advice to individuals and businesses.By working in conjunction with Accountants and Solicitors we are able to advise on tax efficient strategies and planning.Areas of advice include - Mortgages, Protection, Investment, Pension including Self Invested Personal Pensions (SIPP). Corporate Planning - Key Man Insurance, Shareholder Protection, Loan Protection.
  • Accountancy Ifa Firm (Edinburgh)
    Managing Director
    Accountancy Ifa Firm (Edinburgh) 2005 - 2010
    Edinburgh, United Kingdom
  • Scottish Equitable
    Broker Consultant
    Scottish Equitable 2000 - 2002
  • Scottish Equitable
    Broker Consultant
    Scottish Equitable 2000 - 2002
  • Scottish Equitable
    Broker Consultant
    Scottish Equitable 2000 - 2002
  • Scottish Life
    Consultant
    Scottish Life 1991 - 2000
  • Scottish Life
    Consultant
    Scottish Life 1991 - 2000

Robert Bell Skills

Pensions Investments Financial Planning Mortgage Lending Protection Wealth Management Inheritance Tax Planning Wealth Retirement Planning Strategic Financial Planning Finance Key Person Insurance Sipp High Net Worth Individuals Financial Advisory Long Term Care Investment Advisory Critical Illness Retirement Income Protection Pension Transfer Specialist Long Term Care Planning

Robert Bell Education Details

  • Galashiels Academy
    Galashiels Academy

Frequently Asked Questions about Robert Bell

What company does Robert Bell work for?

Robert Bell works for Bell Financial Planning Ltd

What is Robert Bell's role at the current company?

Robert Bell's current role is Managing Director at Bell Financial Planning Ltd, Chartered Financial Planner.

What is Robert Bell's email address?

Robert Bell's email address is ro****@****g.co.uk

What schools did Robert Bell attend?

Robert Bell attended Galashiels Academy.

What skills is Robert Bell known for?

Robert Bell has skills like Pensions, Investments, Financial Planning, Mortgage Lending, Protection, Wealth Management, Inheritance Tax Planning, Wealth, Retirement Planning, Strategic Financial Planning, Finance, Key Person Insurance.

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