Patrick Bell

With well over two decades of experience in financial planning, Patrick Bell is dedicated to helping individuals and families achieve lasting financial security.

Patrick joined Progeny in 2023, following over twenty successful years with Balmoral Asset Management. Originally from Northern Ireland, he moved to Edinburgh to study Business Studies and has since built a career focused on trusted, long-term relationships with his clients.

As a Chartered Financial Planner and Fellow of the Personal Finance Society, Patrick offers tailored advice to both private and corporate clients. His goal is simple: to remove complexity and provide clear, confident guidance — whether you’re planning for early financial independence, securing your family’s future, or passing on wealth to the next generation. In a world of ever-changing legislation and tax rules, Patrick ensures your financial strategy stays aligned with your goals, so you can enjoy your wealth and spend your time where it matters most.

Patrick also works closely with corporate clients and charitable organisations, offering strategic financial advice tailored to their unique needs. He helps businesses navigate complex financial landscapes, optimise benefits for employees and put in place life assurance and protection strategies to safeguard the financial stability of the business and its stakeholders.

Outside of work, Patrick has long enjoyed sport, films, comedy, cars and art. In recent years, he has developed a growing interest in podcasts about politics and history — much to the disappointment of his teenage daughter.