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Investment Planning

Kellands award winning advice will ensure you enhance your current financial situation and help you to maximise your future potential.

Whether you are investing funds to support your future retirement, or to achieve a more specific goal, Kellands award winning service can help. We will take the time to understand your situation, objectives and any requirements you may have, before building a tailored financial plan. Kellands align your requirements to tax efficient, risk managed, and world class investment solutions. Our clients enjoy access to a state-of-the-art wealth platform, which enables an interactive discussion with your adviser, and for you to track the progress of your plan whenever and wherever you choose.

There’s a lot to think about when you’re planning for your financial future, it can feel overwhelming at times. Speaking to Kellands will give you the best chance of optimising your individual circumstances and help you avoid the mistakes that unadvised investors often make. An article in Money Marketing by Schroders highlights the value of advice, with examples given from a recent FCA paper.

A client investing £10,000 in cash between 2008 and 2018 would now have £11,720. If they had invested, this would now be worth £21,905.*

*Evaluation of the impact of the Retail Distribution Review and Financial Advice Market Review, December 2020
* From money marketing and schroders the value of advice.

Why choose us?

What differentiates Kellands from many of our competitors is that we are a Chartered Financial Planning Practice. This chartered status demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. We are committed to providing an unrivalled holistic financial planning service with the aim of delivering bespoke financial plans for our clients.

Kellands is part of a well-established national award-winning firm that has been providing independent financial advice for over 30 years.

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Moneyfacts Award 2020 - Highly Commended
Professional Adviser Awards 2020 - Finalist
Moneyfacts Award 2018 & 2019 - Investment Adviser of the year, 2 times
RP Awards 2019 - Finalist
RP Awards 2018 winner
Moneyfacts award 2017 - Winner