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