Life stages and how we help
Everyone’s journey is unique, and their paths will vary. There are, however certain phases in life and career that ‘most’ professionals move into and through. Each different, but all busy and full years. An understanding of key phases helps to demonstrate the value you can receive from financial advice over the years.
Progression years
As an established professional, income builds to a point where affairs grow in complexity and help is needed. Perhaps coinciding with kids and a big mortgage, life is full throttle! With future career success to capture, it is a time to set foundations, build resilience and get organised.
Prime Years
As the years pass and perhaps the kids grow up, the prospect of clearing debt comes into sight. In itself a blue sky moment. Retirement sits somewhere on the horizon, and the years ahead are key and irreplaceable in building your future retirement. Attention turns to the glide path into retirement. Many clients join us during this phase. Sort your plan now, to enable an enjoyable and less stressful end to your career.
Coming to fruition
A career’s savings, ultimately needs to sustain you in retirement. Whether you are stepping into retirement, or you are already there, the importance of getting your income strategy right cannot be overstated. Building an efficient income across your various accounts, with a properly managed investment strategy is an art.
We will show you how to make the most of your assets, throughout your retirement.
Supporting firms and chamber sets
Kellands Professionals provide corporate support to some of the UK’s leading organisations. We support firms and chamber sets who place focus on the wellbeing of their people. Recognising that financial health is a major factor in overall happiness, stress management and wellbeing.
Coming to fruition
A career’s savings, ultimately needs to sustain you in retirement. Whether you are stepping into retirement, or you are already there, the importance of getting your income strategy right cannot be overstated. Building an efficient income across your various accounts, with a properly managed investment strategy is an art.
We will show you how to make the most of your assets, throughout your retirement.
Progression years
As an established professional, income builds to a point where affairs grow in complexity and help is needed. Perhaps coinciding with kids and a big mortgage, life is full throttle! With future career success to capture, it is a time to set foundations, build resilience and get organised.
