Free review of your savings and investments

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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.

Enquiry Form

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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.

FAQ's

What are the fees?

The initial consultation is free of charge and completely without obligation. Before any fees are incurred your individual adviser will discuss this with you in detail.

As a Moneyfacts.co.uk referral you will be eligible for a 20% discount off any initial advice fee.

Do you offer virtual meetings?

Yes, we can meet with you on the phone, by video conference or by the traditional method of in person.

What services do Kellands offer?

As holistic chartered financial planners we offer a whole of market approach. We offer a number of services to both individuals and businesses across the UK, including:

Pre and post retirement planning
Investment planning and advice
Tax and estate planning
Life assurance and protection planning
Mortgage planning
Socially responsible investments

How do I find out more?

For a free, no obligation consultation please complete the enquiry form or alternatively email moneyfacts@kelland.co.uk to arrange an appointment. We offer appointments on the phone, video conference or in person.