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Abbie Bell Financial planning

Abbie Bell

Financial planning

Areas of expertise

Abbie is a holistic financial planner with strong technical and practical knowledge. Abbie has a specialism in defined benefit pension analysis and estate planning.


Abbie has worked in the Financial Service industry for over 10 years after graduating from Lancaster University with a Bachelor of Science Honours Degree. Abbie has a technical analysis background, and was promoted to Director in April 2022.
Abbie advises clients on Occupational Pension schemes, holding the Pension Transfer Specialist qualification and FCA approval.

Notable client work and achievements

Having worked in technical role prior to advising clients, Abbie applies this knowledge in an easy to understand manner to clients.
Abbie has advised clients on Occupational/Defined Benefit Pensions (Pension Specialism); including the NHS Pension Scheme. Abbie has been involved in pension clinics where Occupational Pensions are being closed and replaced with a new Defined Contribution plan, providing clear explanations to employees on the impact this has on their retirement savings and what they need to consider.

Professional qualifications and memberships

Chartered Financial Planner
Member of the Chartered Insurance Institute and Personal Finance Society
Abbie completes a minimum of 50 hours Continued Professional Development per year including an annual assessment to prove competency to provide advice to clients and annual testing to prove competence to retain herstatus as a Pension Transfer Specialist.

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