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

23/10/2018

Saudi summit begins despite calls for a boycott

Around 40 attendees are understood to have pulled out of the high profile conference in Riyadh.

News & Views

October 17, 2018

Forget market timing - it’s time in the market that counts

In uncertain times, it is always worth remembering the old adage – that time in the market matters more than… Read more