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

18/8/2017

Northern, Southern and Merseyrail strikes set for September

The RMT said no progress had been made over the future of the role of guards, due to safety and job loss fears.

Kellands Updates

August 16, 2017

As an investor, how do you spot the next big tech thing?

The first half of 2017 saw technology stocks flying on Wall Street. Whilst the passion for all things tech has… Read more