Operating throughout the UK, Kellands Professionals is the dedicated offering of Kellands Chartered Financial Planners to the professional community. Our clients live busy lives, and we ensure that they take the necessary steps to invest properly and retire well.
We work with professionals and their families to introduce resiliance, structure and strategy. Providing a lifetime of support and advice to deliver a fulfilling future for your family. Always as part of a structured plan, and utilising the best solutions the industry has to offer.
Operating as a privately owned and independent business for 30 years, Kellands Chartered Financial Planners is a rare breed.
Being truly independent means having the freedom to select solutions for our clients, because they are the best available. From technology and product providers, to investments we take pride in our ability to deliver complex and technical advice in a tailored and straightforward manner. It creates an engaging environment for our people and our clients.
Chartered and award winning
We are a Chartered Financial Planning practice, which demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. It differentiates us from our competitors and peers.
As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services. We believe that by offering a whole of market choice, we can offer our clients the very best unbiased financial advice.
Advising the advisers
We advise leading pension lawyers on their pensions, and top tier traders on their investments. Some of our clients have a deep knowledge in certain aspects of financial planning, but lack awareness on the full breadth of considerations, and particularly how to apply and bring them together in a personal wealth management strategy. Others, of course, have very different skillsets, and no knowledge at all in this space.
All, however, hugely value the plans we build and maintain, helping them to focus on career and family life safe in the knowledge finances are being properly managed.
Whether you are taking silk, moving into the equity, or being promoted to partner, we know and understand your world. From the Judicial Pensions Scheme, to unregistered firm ‘pensions’, we have seen it before.
Taking the time to understand you
Our initial discussions are an opportunity to understand your family’s requirements, and your current financial position. From here we can gauge priorites and how we can help. Initial consultations are without charge, with fees agreed ahead of being incurred.
Our services encompass: investment, pension and retirement advice, inheritance tax planning, as well as mortgages and protection. Always delivered within a carefully considered financial plan.
Advising the advisers
We advise leading pension lawyers on their pensions, and top tier traders on their investments. Some of our clients have a deep knowledge in certain aspects of financial planning, but lack awareness on the full breadth of considerations, and particularly how to apply and bring them together in a personal wealth management strategy. Others, of course, have very different skillsets, and no knowledge at all in this space.
All, however, hugely value the plans we build and maintain, helping them to focus on career and family life safe in the knowledge finances are being properly managed.
Whether you are taking silk, moving into the equity, or being promoted to partner, we know and understand your world. From the Judicial Pensions Scheme, to unregistered firm ‘pensions’, we have seen it before.
Operating as a privately owned and independent business for 30 years, Kellands Chartered Financial Planners is a rare breed.
Being truly independent means having the freedom to select solutions for our clients, because they are the best available. From technology and product providers, to investments we take pride in our ability to deliver complex and technical advice in a tailored and straightforward manner. It creates an engaging environment for our people and our clients.
