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.
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.
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