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

17/2/2019

Porsche warns UK customers of Brexit price rise

The German carmaker asks new UK customers to agree a possible 10% price rise for post-Brexit deliveries.

News & Views

January 31, 2019

Bond outlook improves following market volatility

When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are… Read more