Our <span>Approach</span>

Our Approach

At Kellands, we aim to provide quality independent advice to help generate flexible financial solutions for private individuals as well as for businesses. 

We are known for offering quality financial advice.  Having carried out an in-depth investigation and analysis of our client’s unique financial circumstances, we then propose a robust financial strategy and course of action. This is based both on your specific needs and the various solutions and options available in the evolving world of taxation, investment and legislation.

Our starting point is always to gain a full understanding of your wider goals, future plans, dreams and aspirations. Combined with an appreciation of your financial objectives, needs and circumstances, we can then evaluate the whole range of options and scenarios before recommending the most appropriate strategy and financial solutions for you.

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.

Cash Flow Analysis

A key focus of our business relationship is to ensure we fully understand your financial needs.

At Kellands, we take pride in how we interact with our clients. We leave no stone unturned when it comes to providing financial solutions and ensuring that our clients have all the information they require to make financial decisions based on all the facts.

Investment Risk

Our qualified financial advisers will guide you through the maze surrounding investment risk.  When can you afford to take risk and to what degree is equally as important a question as when can you not afford to take investment risk.

Investment risk is not something to be feared but it does need to be completely understood, regardless of the level or term of any investment proposed.  Our comprehensive three tiered approach to explaining and identifying investment risk will leave you assured of any decision you make and comfortable with the expected outcomes.

Communication

Throughout your dealings with Kellands we are available to answer your questions and make adjustments to your plans as your personal circumstances change.

No matter how small you feel a change is to your lifestyle, this may well have a considerable impact on your financial planning. This is why at Kellands we encourage all our clients to engage with us on at least an annual basis to review their current situation.  If the outcome has given you nothing more than the feeling of peace of mind, these discussions have proved invaluable. Of course, not all clients need annual reassurance and the choice will always be yours.

Assured Quality

Whatever your personal or business needs and no matter how simple or indeed complicated they are, we at Kellands have a staff member who can walk you through the process to help you arrive at the correct solution tailor made just for you.

Our clients seem to appreciate our approach, as can be seen from our testimonials.

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