Kelsall Steele Investment Services Ltd

Independent Financial Adviser  Woodlands Court, Truro, Cornwall, TR4 9NH
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FCA authorised
Last authorised 11th October 2021
To provide a professional service, delivered in a friendly and approachable way, ensuring recommendations are aligned to your best interests.
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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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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Healthcare
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Income protection insurance
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Life insurance
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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 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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Long term care
Meet our advisers
MR Michael Seagrove APFS
Chartered Financial Planner
MR Chris Blackmore FCII DipPFS
Financial Planner
MR Lucien Trathen
Director
About us

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 services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
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

Woodlands Court, Truro Business Park, Threemilestone, Truro, Cornwall, TR4 9NH

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