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

23/6/2017

Building society's account deadline axed

Current accounts at the Norwich and Peterborough had been earmarked to close by the end of August.

Kellands Updates

June 9, 2017

Hung parliament – the implications for investors.

Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate… Read more