Working With Professionals

Working With Professionals

We at Kellands Hale have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

Kellands Hale can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment.

News Feed

23/10/2018

John Lewis pulls the plug on DVD players

Department store chain will continue to sell Blu-ray players as 70-inch televisions prove popular.

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