BELL FINANCIAL PLANNING - Key Persons

Evelyn McLean

Job Titles:
  • Adviser for the Citizens Advice Bureau
  • Compliance Assistant
  • Compliance Supervisor and Directors
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.

Robert Bell

Job Titles:
  • Chartered Financial Planner and Fellow of the Personal Finance Society
  • Managing Director & Chartered Financial Planner
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 Chartered Financial Planner and Fellow of the Personal Finance Society having attained and maintained the most prestigious level of achievement awarded within the industry. Outside of work Robert enjoys cycling around the glorious Scottish Borders countryside on his road bike and exercising at his local CrossFit gym.

Sandra Bell

Job Titles:
  • Director
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 her beautiful little Irish Cob at Nenthorn Equestrian Centre.