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.
Winning a Moneyfacts award is certainly something to be proud of and is testament to the hard work and dedication that the Kellands team put in to ensuring our clients receive the very best service. Paul Edwards, Head of Operations said ‘ It is a fantastic achievement to be not only be awarded but as this is a prestigious award it involves a multistage nomination process. The latter stages involving testimonials direct from our clients based on their personal experience of the advice and service they have received from our team.
This is the third time we have been successful in this category and to be recognised again at the national finals has left us over the moon. Thank you to all of our clients for providing such inspiring testimonials and to our professional connections and our close working partners who also provided testimonials for us for the judging process.
As a Chartered Financial Planning practice, Kellands are committed to raising standards of knowledge, capability and ethical practice. We recognise the importance of encouraging employees to reach Chartered status throughout the business to ensure that we have the skills and knowledge to deliver the highest quality advice for our clients. At Kellands, the clients’ interests are always at the heart of the advice we give. We believe our approach and our technology helps to differentiate us from our competitors – and the awards we have received bear testimony to that.
In the last four years alone, Kellands have won an impressive six national awards. For more information on some of the awards that we have won, click here.