Working With Professionals

Working With Professionals

We at Kellands Hale have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

Kellands Hale can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment.

News Feed

16/12/2019

Water firms forced to cut bills by £50 by 2025

Water bills will come down after 1 April 2020 after the regulator set out new pricing rules.

News & Views

December 16, 2019

Advisers should do more to engage women clients

New industry project Yes She Can has looked at how companies outside financial services engage with women in a bid… Read more