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  • One hour free consultation
  • Independent advice from an award winning firm
  • Enhance your current financial situation
  • Maximise your future earning potential

You must have at least £100,000 in savings or investments (including pensions) to qualify.

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Tax and Estate Planning

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

Building a plan to transition wealth to your family can be one of the most rewarding aspects of financial planning. It is also an area which necessitates a great deal of care. The balance being to ensure the plans you are making assist the family, whilst retaining a healthy personal financial position later in life. Overlaying the complex set of tax considerations in this area, further emphasises the need for specialist advice. Kellands are on hand to help: providing tailored and holistic advice to ensure that you can achieve your objectives; for the benefit of you and your family.

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.

Research by Royal London shows that taking financial advice can provide a £47,000 uplift in a decade.*

*Nov 2019 - Research from Royal London and the International Longevity Centre

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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Enquiry Form

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Please provide details of your enquiry

Or call us on 0330 175 8778

Thank you for your enquiry. We will be in touch soon.

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Moneyfacts Award 2021 - Winner
Moneyfacts Award 2020 - Highly Commended
Professional Adviser Awards 2020 - Finalist
Moneyfacts Award 2018 & 2019 - Investment Adviser of the year, 2 times
RP Awards 2018 winner
Moneyfacts award 2017 - Winner