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

4/4/2020

Coronavirus: Ferries need financial help to survive pandemic, says trade association

Services providing supplies of food, medical equipment and other imported goods could be at risk.

News & Views

April 2, 2020

Time in the market, not timing the market

In this insight article, we discuss why having a long-term horizon can help investors avoid making poor investment decisions, and… Read more