Our Awards
As a Chartered Financial Planning practice, we are committed to raising standards of knowledge, capability and ethical practice. 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 for our clients. At Kellands, the clients’ interests are always at the heart of the advice we give.
We believe our approach helps to differentiate us from our competitors and peers – and the awards we have received bear testimony to that.
A list of some of our awards and nominations are detailed below:
2023
Professional Adviser Awards 2023 - Adviser Firm of the Year - North West Finalist
Professional Adviser Awards 2023 - Paraplanner of the Year – Andy Turner - Finalist
Professional Adviser Awards 2023 - Best Client Engagement - Finalist
2022
Moneyfacts – Retirement Adviser of the Year 2022 WINNER
Moneyfacts – Tax and Estate Planner of the Year 2022 WINNER
Professional Adviser Awards 2022 - Adviser Firm of the Year - North West WINNER
Recognised in the Citywire New Model Adviser list of Top 100 financial planning firms 2022
Professional Adviser Awards 2022 - Best Client Engagement (Advisers) Finalist
Women in Financial Advice Awards 2022 - Financial Adviser of the Year - North West Finalist (Jennifer Skehan)
Moneyfacts – Investment Adviser of the Year 2022 Finalist
Money Marketing Awards - Best Mortgage Advice Firm 2022 Finalist
2021
Women in Financial Advice Awards 2021 - Financial Adviser of the Year - North West WINNER (Loretta Mooney)
Moneyfacts – Tax and Estate Planner of the Year 2021 WINNER
Moneyfacts – Retirement Adviser of the Year 2021 Finalist
Mortgage Strategy - Best Small Broker 2021 Finalist
2020
Moneyfacts – Investment Adviser of the Year 2020 Finalist
Moneyfacts – Tax and Estate Planner of the Year 2020 Highly Commended
Professional Adviser Awards – Adviser Firm of the Year 2020 Finalist
Professional Adviser Awards – Best Client Engagement 2020 Finalist
Professional Adviser Awards – Paraplanner of the Year 2020 - Highly Commended
2019
Moneyfacts – Investment Adviser of the Year 2019 WINNER
Moneyfacts – Tax and Estate Planner of the Year 2019 Finalist
Retirement Planner – Tax and Estate Planner of the Year 2019 Finalist
Retirement Planner – Outstanding Customer Care Award in Retirement Planning 2019 Finalist
Retirement Planner – Best Individual Pensions Advice Firm of the Year 2019 Finalist
2018
Moneyfacts – Investment Adviser of the Year – WINNER
Retirement Planner – Outstanding Customer Service Award - WINNER
Money Marketing Awards – Best Mortgage Advice Firm of the Year - WINNER
Moneyfacts – Tax and Estate Planner of the Year - Finalist
Retirement Planner – Best Individual Pensions Advice Firm of the Year Finalist
Retirement Planner – Best Corporate Pensions Advice Firm of the Year Finalist
2017
Moneyfacts – Tax and Estate Planner of the Year - WINNER
Retirement Planner – Best Individual Pensions Advice Firm of the Year Finalist
2016
Moneyfacts – Tax and Estate Planner of the Year – Highly Commended
For quality financial advice from an award-winning team, contact us today.