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

14/8/2018

Rail fares rises: Grayling pleads with unions and train firms

Chris Grayling asks the industry to use a lower inflation measure for future fare and wage increases.

Kellands Updates

August 2, 2018

Bank raises interest rates

For only the second time in a decade, we have an interest rate rise. This was heavily trailed, and as… Read more