Bell Financial Planning

Professional Financial Advisers based in the Scottish Borders and providing advice nationwide.

We can help you with all your Financial Planning Needs

Bell Financial Planning offer a discrete, friendly, professional financial planning relationship. Based in Kelso but with offices covering, Hawick, Alnwick, Haddington, Motherwell we are well placed to serve clients in an environment close to home or business.

We are active in two key planning disciplines, personal & family wealth management and that of corporate planning.

We regularly undertake projects in the following areas:
- Inheritance tax planning & mitigation
- Pension Planning
- Retirement income forecasting & planning
- Director & business owner led planning, such as business succession planning
- employee benefits including provision of group pension schemes compatible with Auto Enrolment obligations

Bell Financial Planning Ltd, 47-49 The Square, Kelso, TD5 7HW, registered in Scotland (number 374024) and authorised and regulated by the Financial Conduct Authority. (Registered Number 520796). The guidance contained within this website is subject to UK regulatory regime and is therefore primarily targeted at customers in the UK. The information on this site is not to be distributed to, accessed by, used by or relied upon by any person in any jurisdiction outside the UK. The information on this site is not an offer or solicitation for the purchase or sale of any financial instrument in any jurisdiction other than the UK.

Nothing on this site should be construed as the giving of investment advice or recommendations.