Kelvin Financial Planning work on behalf of our clients. Clients usually pay us an agreed fee for work undertaken. There are a range of client service options from which to choose. There is no cost or commitment until a full breakdown of cost has been provided and agreed in advance.
We also work closely with a number of solicitor and accountancy firms and we also provide the retirement talks for a large scottish public organisation
We have recently made available on our website a range of financial planning guides and you are welcome to refer to these at no cost.
We help you to prioritise your goals. We then quantify the level of commitment it will take to achieve those goals and put a plan in place to make it happen.
We do a lot of the plan building with you present which puts you in control of the end result.
1st Floor, 180, West Regent Street, Glasgow, Glasgow (City), G2 4RW
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