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

19/6/2019

US-China trade war: Officials to resume talks before G20

Mr Trump says he will have an "extended meeting" with Chinese President Xi Jinping at the G20 next week.

News & Views

June 12, 2019

Are UK retirees withdrawing too much from pension drawdown?

Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This… Read more