May 15, 2024
Kellands in the running for another award
We are delighted to have made the shortlist for this year’s Money Marketing Advice Firm of the Year Award
Read about the latest news and developments at Kellands.
We are delighted to have made the shortlist for this year’s Money Marketing Advice Firm of the Year Award
Kellands Chartered Financial Planners are delighted to be the premium sponsor of the Pro Manchester International Women’s Day Lunch.
We are delighted to be supporting the Cash for Kids Mission Christmas campaign again this year.
Now more than ever it is important that you can access your finances virtually and at a time and place to suit you. At Kellands, clients have access to world class technology, which helps them to take control of their finances wherever and whenever they like.
Huge congratulations to Kellands Chartered Financial Planner, Jennifer Skehan APFS, who won a top award at the Women in Financial Advice Awards this year!
Kellands scooped TWO awards at the prestigious Moneyfacts Investment Life and Pensions Awards (ILP Awards)!
This month Bev, Kellands’ Admin Manager, celebrated her 25th anniversary of working at Kellands Chartered Financial Planners.
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.
Next up in our meet the team series is trainee Financial Planner, Charlotte Knight. Hear what she has to say about working at Kellands and how she got to where she is today.
It has now been almost a year since Jennifer, one of our Chartered Financial Planners, joined the team. We took the opportunity to find out how she is finding everything, as well as getting the inside scoop on life at Kellands!
Chartered Financial Planner, Loretta Mooney went back to school last week and spent the morning at Altrincham Grammar school.
Huge congratulations to Kellands Chartered Financial Planner Loretta Mooney who won a top award at the recent Women in Financial Advice Awards.
We are delighted to announce that Kellands Chartered Financial Planner Loretta Mooney is nominated for two awards at the 2021 Women in Financial Advice Awards. Loretta is a finalist in the Financial Adviser of the Year – North West and Woman of the Year – Retirement categories.
Introducing you to our new Chartered Financial Planner, Jennifer Skehan.
Moneyfacts.co.uk has announced the appointment of Kellands Hale as its preferred financial planning advice firm.
We are delighted to be supporting the Cash for Kids Mission Christmas campaign again and wanted to thank all of our clients, contacts and colleagues for their generous donations.
Moneyfacts Group’s highly coveted national awards are totally independent. Presented annually in the Adviser category for outstanding advice, service and technical expertise, they cover advice needs from across the financial sector. This week Kellands were delighted to be awarded Highly Commended in the Tax and Estate Planner of the Year category.
Chartered Financial Planner Loretta Mooney has been busy putting her role as Education Champion for the Chartered Institute of Insurers (CII) to good use this week.
The team at Kellands Hale were delighted to find out that we are finalists for not one, but two national awards at the Investment Life & Pensions Moneyfacts Awards 2020.
The last few weeks have been very challenging for our clients and for investors around the world amid the ever evolving Covid-19 outbreak.
Chartered Financial Planner, Loretta Mooney proved she was top of the class this week as part of her role as Education Champion for the Chartered Institute of Insurers (CII).
Chartered Financial Planner, Ian Boasman and Kellands’ client Hugh Rodgie are featured in Advice Matters magazine this month.
Chartered Financial Planner Adam Bickell tells us about his career to date, life at Kellands and his top five fantasy board members.
Next up in our meet the team series is Independent Financial Planner, Andy Bradford. Hear what he has to say about working at Kellands and how he got to where he is today.
It's a heart-breaking thought but each year there are thousands of children in our community who don't wake up to any presents on Christmas day.
This week we talk to Chartered Financial Planner, Ian Boasman. With over twenty years’ experience there’s not a lot he doesn’t know about financial services!
Congratulations to Kellands team member Phil Lane who has just passed the final unit of his Diploma in Financial Planning.
Allow us to introduce you to one of our Chartered Financial Planners, Joshua Hewitt.
This month we would like to introduce you to our resident Mortgage & Protection Adviser, Eddy Chow.
We are pleased to announce that on the evening of Thursday, 19th September, Kellands Hale won the national award for Best Investment Advisory Firm 2019 at the Moneyfacts Awards in London.
Congratulations to one of our Chartered Financial Planners, Adam Bickell who has just hiked 26 miles across the Lake District in aid of Macmillan Cancer Support.
Congratulations to Paraplanner Andy Turner from our support team, who recently graduated with the Personal Finance Society at Fellow level, following on from him achieving personal Chartered status last year. The awards ceremony marked the months and years of commitment to hard work and learning.
The 2018 Investment Life & Pensions Moneyfacts Awards ceremony took place at the London Hilton on Park Lane this week, and Kellands Hale walked away with Investment Adviser of the Year Award.
Kellands Hale racked up another award at the 2018 Retirement Planner Awards on 15 June 2018.
Kellands Hale took part in the national Cupcake Day campaign yesterday, organised on behalf of the Alzheimer's Society.
Kellands Hale are delighted to have made the list of top IFAs in the Manchester and Cheshire area.
September 11, 2024
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