Discovery Meeting

Discovery Meeting

This meeting will last approximately one hour and will form the basis for any further discussions. It will give you the opportunity to consider whether a Kellands financial adviser is right for you and your requirements. The aim of this meeting is to help us really understand both your financial and personal goals - and all at our expense. 

A key focus of our business relationship is to ensure that we fully understand your financial needs. All our Kellands financial advisers take pride in how they interact with their clients. We leave no stone unturned when providing financial solutions and we ensure that our clients have all the information they require to make financial decisions founded on all the facts.

News Feed

14/12/2018

What's knocked markets off course?

Financial markets had seen smooth sailing in recent years. But it looks like that's over.

News & Views

December 14, 2018

The smart way to give your kids money this Christmas

Many children get inundated with gifts at Christmas, often based on the latest fad or craze. However, parents, grandparents and… Read more