ABOUT US

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Our approach to financial planning

Financial Planning is a very personal matter. No two people have identical circumstances, ambitions or needs. What’s more needs often change over time and everyone’s financial situation is different.

The Financial plan we produce for you is also unique and individually tailored to suit your particular needs.

Robert Bell, Bell Financial Planning wearing light blue checkered shirt smiling outdoors with a blurred stone wall background.
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Sandra Bell wearing a red sleeveless top, smiling in front of a stone wall.
Computer monitor on an office desk displaying a step-by-step guide to developing a financial plan, with a blue background and white text, including a financial icon.
Sophie Bell smiling and talking to another person in an office setting.
Close-up of a person pointing at a financial report with a pen, showing graphs and charts on the document.
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Evelyn McLean, sitting at a desk in a bright, modern office space.

So how do we develop a financial plan specifically for you?

A circular infographic of a financial planning process with four segments: 'Identify your needs, Gather information,' 'Prepare an analysis,' 'Implement your plan, Monitor your progress,' with a central icon of bell financial planning logo

Identify your needs & objectives

1

Gather information

2

Identify your risk profile

3

Prepare an analysis

4

Develop a plan of action

5

Implement your plan

6

Monitor your progress

7

You’re dealing with a Chartered Firm

Line drawing of a crest featuring a unicorn and a lion holding a sword, with an open book in the center, and the words "Chartered Financial Planners" at the bottom.

Our Chartered title is a public declaration of our commitment to professional standards.It was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

Holding Chartered status means we adhere to an ethical code that underpins broader commitments to professional values. These include putting your interests first, investing in ongoing development of our people’s technical skills and knowledge and supporting wider initiatives that benefit society as well as the growth of our profession.

OUR TEAM

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By choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements.

It also means that as a firm, we are committed to providing a high quality service and support

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