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

29/3/2024

FTX's Sam Bankman-Fried sentenced to 25 years

The crypto exchange co-founder was convicted last year of stealing $8bn from investors.

News & Views

March 14, 2024

Don’t miss the ISA deadline!

Use your tax-efficient allowance or lose it forever.
Read more