We are the proud winners of the Adviser Firm of the Year, North West award. Read about this and our award-winning commitment to our clients.

Since the company’s inception more than 30 years ago, Kellands has strived for excellence at every turn. Putting you first every step of the way, we have helped countless individuals achieve their life goals by offering experienced, bespoke financial planning to clients up and down the UK.

We are grateful that our hard work has been recognised a number of times through receiving prestigious awards that affirm our dedication to this industry.

Since 2016, Kellands has won eight awards for our stand-out work in the financial services industry, and has been named as a finalist for a further 14.

Read on to find out about our awards recognition, and how our planners can help you achieve your life goals more easily.

Kellands wins Adviser Firm of the Year, North West

We are proud to announce that Kellands won the Adviser Firm of the Year, North West award at the 2022 Professional Adviser awards. Chosen from 10 finalists, we are thrilled to have been presented with this esteemed accolade.

Hosted at The Brewery, London, in April 2022, the Professional Adviser Awards is always one of the most hotly anticipated ceremonies in UK financial services. It was an honour to be present among our peers and competitors, and to walk away with another incredible achievement that rewards the hard work of the entire Kellands team.

As always, we believe our holistic, goals-oriented approach helps us stand out from the crowd. When you approach your Kellands financial planner for guidance, you can expect to receive award-winning attention to detail, accessibility, and professionalism every time.

Jennifer Skehan named a finalist for the Women in Financial Advice 2022 awards

We are so proud to announce that one of our Chartered financial planners, Jennifer Skehan, has been made a finalist for the Professional Adviser Women in Financial Advice awards in 2022. She has been shortlisted for the Financial Adviser of the Year – North West award.

With more than 20 years of experience in the financial services industry, Jennifer has more than earned this esteemed nomination. We offer our sincere congratulations to Jennifer for this amazing achievement.

Our previous awards

At Kellands, we have always been committed to providing clients with a second-to-none experience – and over the years, this dedication has been recognised many times.

Here are just a few of the incredible awards we have been fortunate enough to win since 2016.

1. Women in Financial Advice award: 2021

We believe that gender equality should be at the heart of modern day financial services. The Kellands team is made up of supremely talented, hardworking Chartered financial planners who take incredible care of their clients day to day.

That’s why we were so honoured that one of our Chartered financial planners, Loretta Mooney, won the Women in Financial Advice award last year. Loretta’s work could be an inspiration to the future female leaders in financial services, paving the way for a more equal industry in the years to come. We hope that our colleague, Jennifer, will also be presented with this award this year.

2. Moneyfacts Tax and Estate Planner of the Year: 2017 and 2021

As you may already know, tax and estate planning are two essential facets of financial management. When you approach us on these matters, we can review your unique circumstances and provide unparalleled support.

Alongside being Moneyfacts’s preferred independent advice firm, we have been presented with their Tax and Estate Planner of the Year award twice. Not only this, but Kellands was named a finalist for this award a further four times, and we have twice been highly commended for this award.

3. Moneyfacts Investment Adviser of the Year: 2018 and 2019

Investing can provide you with a set of assets that may appreciate in value over time, helping you to earn a passive income as you live your life and achieve your goals.

But, in the wrong hands, investing could become a stressor in your life, if you make uninformed decisions that may lead you down a less lucrative path.

Your Kellands financial planner can provide award-winning knowledge and reassurance, especially in a volatile period like the one we are currently experiencing. Indeed, having won the Moneyfacts Investment Adviser of the Year award twice in a row – and being named as a finalist in 2020 – our planners are well equipped to help you manage your investments.

Visit our awards page to learn about all our awards achievements over the years.

Get in touch

If you are concerned about your wealth in these uncertain times, you aren’t alone.

Working with your Kellands financial planner could provide you with invaluable peace of mind as you navigate your finances, now and in the future.

Get in touch with us by emailing hale@kelland.co.uk, or call 0161 929 8838.

Please note

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

 

< back to News & Views