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

22/6/2018

Concerns over World Cup gambling ads

Almost every ITV-screened World Cup commercial break broadcast on ITV contains gambling advertisements, BBC research shows.

Kellands Updates

June 20, 2018

What will a trade war mean for investors?

For quite a while now, there has been talk of a trade war between the US and China. However, it’s… Read more