Kellands News

Read about the latest news and developments at Kellands.

November 16, 2023

The Kellands Wealth Platform – available 24/7

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.

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November 3, 2023

Jennifer Skehan scoops top award.

Huge congratulations to Kellands Chartered Financial Planner, Jennifer Skehan APFS, who won a top award at the Women in Financial Advice Awards this year!

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March 23, 2022

Meet the team – Charlotte Knight

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.

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February 21, 2022

Jennifer Skehan on life at Kellands

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!

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December 6, 2021

Moving on from school

Chartered Financial Planner, Loretta Mooney went back to school last week and spent the morning at Altrincham Grammar school.

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October 6, 2021

2021 Women in Financial Advice Awards Finalist – Loretta Mooney

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.

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August 10, 2020

Loretta Mooney posts first CII blog

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.

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March 17, 2020

COVID-19 Update

The last few weeks have been very challenging for our clients and for investors around the world amid the ever evolving Covid-19 outbreak.

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March 12, 2020

Kellands goes back to school.

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).

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October 7, 2019

And the winners are…

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.

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May 28, 2019

Awards success for Andy Turner

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.

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News & Views

May 23, 2024

How could stealth taxes affect your wealth in 2024?

In the past four years, many aspects of your financial life may have changed.
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