Working with professionals

Working with professionals

We at Kellands Bristol have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

Kellands Bristol can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment. 

News Feed

16/2/2018

No charge

A third of UK car-owners do not have a driveway - so charging an electric car can be difficult.

Kellands Updates

February 16, 2018

Equity release market continues to grow as part of retirement planning

The increasing popularity of equity release as part of the retirement planning mix was demonstrated in 2017, which saw new… Read more