Kelsall Steele Investment Services Ltd
Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm with the strength and support of one of the most well respected accountancy practices in the region. Our business was established more than fifteen years ago to deliver comprehensive financial planning and investment services to complement the offering of Kelsall Steele - Chartered Accountants. Today, we are responsible for the oversight and management of more than £60 million in client assets.
Our private client service covers all areas of wealth management including investments, pensions, tax planning, philanthropy and passing assets securely down through the generations. Whatever financial complexity you are dealing with, we can help you to find a solution.
Our corporate financial planning service is designed for businesses of all sizes and includes corporate pension schemes, auto-enrolment consultancy and implementation, specialist advice for Directors, employee benefits and protection. We work across a broad cross section of industries and tailor solutions to the needs of each business.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Woodlands Court, Truro Business Park, Threemilestone, Truro, Cornwall, TR4 9NH
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.