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

18/8/2017

Northern, Southern and Merseyrail strikes set for September

The RMT said no progress had been made over the future of the role of guards, due to safety and job loss fears.

Kellands Updates

August 16, 2017

As an investor, how do you spot the next big tech thing?

The first half of 2017 saw technology stocks flying on Wall Street. Whilst the passion for all things tech has… Read more