Abbie Bell
Director - Financial Planning @Evelyn Partners
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WORK HISTORY
Director - Financial Planning @Evelyn Partners
EDUCATION
Chartered Insurance Institute
Diploma in Financial Planning, Financial Planning and Services
Lancaster University
Bachelor of Science (BSc)
Chartered Insurance Institute
Certificate in Financial Planning, Financial Planning and Services
The Chartered Insurance Institute
Advanced Diploma in Financial Planning
ABOUT ABBIE BELL
Working as a trusted partner with clients by educating and helping them make important decisions to achieve their financial goals. Specialist areas include- Defined Benefit Pension specialist including the NHS Pension- Financial Planning focusing on Inheritance Tax Mitigation (Trusts and Estate Planning)- Cash flow forecasts and modelling- Pension clinics for Corporate Organisations
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