MEET OUR TEAM

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Meet the team at Bell Financial Planning. Group of four people and a black dog standing in a room with grey walls and wood flooring.

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.

Our core values include:

  • Experience, understanding, and empathy

  • Providing peace of mind

  • Demonstrating expertise in the complex world of finance

  • Remaining fully independent for the best client outcomes

  • Offering continuity of service and clear, regular communication

  • Maintaining fair and transparent fees

We ask ourselves: 'What would I want if I were a client?' That simple question underpins everything we do.

A professional headshot of a Robert Bell,wearing a dark suit and a light blue checkered dress shirt, against a plain light background.

Robert Bell

MANAGING DIRECTOR &
CHARTERED FINANCIAL PLANNER

Robert Bell

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With over 35 years of experience within financial services, 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, Investment 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 Chartered Financial Planner and Fellow of the Personal Finance Society having attained and maintained the most prestigious level of achievement awarded within the financial services profession.

Outside of work Robert enjoys exercising at his local CrossFit gym and travelling.

A professional headshot of a Sandra Bell, shoulder-length brown hair, smiling, wearing a black top, against a plain white background.

Sandra Bell

DIRECTOR

Sandra Bell

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

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

Evelyn McLean, Bell Financial Planning

Evelyn McLean

COMPLIANCE ASSISTANT

Evelyn McLean

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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.

Evelyn now enjoys working two days a week and outside work spending time with family and friends, keeping fit, gardening, spectating at equestrian events and holidays in the sun.

Sophie Bell, Bell Financial Planning

Sophie Bell

ADMINISTRATOR

Sophie Bell

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Sophie joined Bell Financial Planning in 2018 and is our main administrator who keeps our files up to date, corresponds with clients and meets and greets our visitors to the office in Melrose.

 Alongside working with us, Sophie has gained her BA (Hons) Social Sciences degree at Edinburgh Napier University, is a Qualified Psychotherapist and Hypnotherapist and runs her own private practice to support individuals' mental health. 

 Outside of work, Sophie is naturally passionate about wellbeing and enjoys nothing more than a good sweat at her local CrossFit gym with her friends, riding horses, walking her labradoodle, Teddy, and listening to true crime, history or psychology podcasts.

A black curly-coated labradoodle dog called Teddy sitting on a wooden floor between two people, with only their legs visible.

Teddy

Teddy

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Our friendly labradoodle, Teddy is always ready to greet you (except Thursdays!)

Connor Bell

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Connor is a qualified Financial Adviser having attained his Level 4 qualification through the London Institute of Banking and Finance.  Connor is involved in research of Pensions, Investments and Life Insurance cover and works closely with Robert.

  • Snow-capped mountains under a cloudy sky with a grassy plain in the foreground.

    "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

  • Mountain range with grassy foreground, illuminated by warm sunlight, under clear blue sky.

    "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

  • Scenic view of a mountain range with a lake in the foreground, cloudy sky overhead.

    "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

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