Discovery Meeting

Discovery Meeting

This meeting will last approximately one hour and will form the basis for any further discussions. It will give you the opportunity to consider whether a Kellands financial adviser is right for you and your requirements. The aim of this meeting is to help us really understand both your financial and personal goals - and all at our expense. 

A key focus of our business relationship is to ensure that we fully understand your financial needs. All our Kellands financial advisers take pride in how they interact with their clients. We leave no stone unturned when providing financial solutions and we ensure that our clients have all the information they require to make financial decisions founded on all the facts.

News Feed

23/6/2017

Building society's account deadline axed

Current accounts at the Norwich and Peterborough had been earmarked to close by the end of August.

Kellands Updates

June 9, 2017

Hung parliament – the implications for investors.

Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate… Read more