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Life Stages

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.

An hour’s meeting is hugely informative to sense check your current set up, and to gauge whether further value could be added by a specialist. Click here to get in touch.

Key need areas in this phase are typically investment and pension, protection and mortgage advice, all of which sit within our areas of expertise.

Our Team

View Profile Chris Bull

Chris Bull

Chartered Financial Planner, Head of Kellands Professionals

View Profile Andy Bradford

Andy Bradford

Independent Financial Adviser

View Profile Ian Boasman

Ian Boasman

Chartered Financial Planner

View Profile Charlotte Knight

Charlotte Knight

Chartered Financial Planner

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