Patrick Bell

Chartered Financial Planner
Edinburgh
Patrick-Bell

Patrick joined Progeny in the spring of 2023, he previously spent 22 years with Balmoral Asset Management after graduating with an honours degree in Business Studies. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and has a great many years of experience providing advice to private and corporate clients.

Latest insights

25_09_Article_TeachingYoungPeopleAboutFinancialPlanning_BlogGraphic_V1
Financial planning
Teaching young people about financial planning – five tips
Pick up where you left off You've read this article
Joshua-Castle
By Joshua Castle
30th September 2025
belgium
Financial planning
Moving to Belgium Checklist
Pick up where you left off You've read this article
Amanda Newell Blue650x650
By Amanda Newell
25th September 2025
25_09_Digital_Article_WhatAgeIsTheRightTimeToInherit_BlogGraphic_V1
Financial planning
What age is the right time to inherit?
Pick up where you left off You've read this article
Rebecca-Best
By Rebecca Best
23rd September 2025

YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.

Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.

Proceed

Search

"*" indicates required fields

Step 1 of 4

This field is for validation purposes and should be left unchanged.

Tell us about yourself

Are you retired?
Are you a business owner?