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

16/12/2017

US tax bill: Republicans agree sweeping changes

Senate and House lawmakers reveal final details of the biggest change to the US tax code in 30 years.

Kellands Updates

December 8, 2017

Will we see a Santa Rally this year?

For investors, the Santa Rally has proved to be a ‘strange but true’ phenomenon over a lengthy period. So will… Read more