Awards success for Andy Turner

Congratulations to Paraplanner Andy Turner from our support team, who recently graduated with the Personal Finance Society at Fellow level, following on from him achieving personal Chartered status last year. The awards ceremony marked the months and years of commitment to hard work and learning.

Kellands (Hale) is a Chartered Financial Planning practice, which demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. It also helps to differentiate us from our competitors and peers. We recognise the importance of encouraging employees to reach Chartered status throughout the business to ensure that we have the skills and knowledge to deliver the highest quality advice. It is important to us that the clients’ interests are always at the heart of the advice we give.

To see how our highly qualified and experienced team can help you with your financial planning needs, contact us.

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News & Views

April 15, 2024

Could you be taxed on your children’s savings?

80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
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