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 Hale 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

19/10/2019

Libor rigging inquiry shut down by Serious Fraud Office

The Serious Fraud Office unexpectedly closes an investigation into interest rate fraud.

News & Views

October 15, 2019

Planning your retirement? Don’t underestimate your life expectancy

If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How… Read more