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

19/6/2019

US-China trade war: Officials to resume talks before G20

Mr Trump says he will have an "extended meeting" with Chinese President Xi Jinping at the G20 next week.

News & Views

June 12, 2019

Are UK retirees withdrawing too much from pension drawdown?

Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This… Read more