Kellands

Independent Financial Adviser  17-18 Berkeley Square, Saltford, Somerset, BS8 1HB
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FCA authorised
Last authorised 19th October 2020
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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Auto enrolment
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Rebeca Barrett
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, Bristol, BS8 1HB

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