Kellands

Independent Financial Adviser  17-18 Berkeley Square, Bristol, Bristol, BS8 1HB
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FCA authorised
Last authorised 10th May 2021
Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Meet our advisers
Rebeca Barrett
Financial Planner
Steve Kelland
CEO
Jon Dibble
Compliance
Helen Bishop
Administration Manager
Carol-Ann Rowley
Marketing
About us

Our traditional approach means we offer personal care and service to all of our clients. Whether they require advice relating to their investments or are considering planning for their retirement, we aim to offer a bespoke, personal service.

Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together with our clients they have direct access to their independent financial adviser (IFA) at all times. Giving them the bespoke service they deserve.

We are based in Bristol but we have clients all over the UK and we are happy to travel to meet clients if required.

Our services

Kellands has been helping clients for over 30 years to manage their investment and tax planning needs.

What differentiates Kellands from our competitors is the care and attention we offer throughout our business relationship with our clients. Understanding your lifestyle requirements, aspirations and objectives is the key starting point in our financial planning process.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

17-18 Berkeley Square, Clifton, Bristol, Bristol, BS8 1HB

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