Clifton - a place to meet locally
For clients who would prefer to meet in Clifton, our meeting rooms are situated in the tranquil Georgian setting of Berkeley Square, at the top of Park Street. Alternatively, our advisers are happy to meet you in our offices in Portishead, or in the comfort of your own home. The choice is yours!
Kellands has been providing long-term financial planning solutions to our clients in Clifton and the surrounding area for over 30 years. As an elite group, we have been awarded Chartered Financial Planning Firm status by the Chartered Institute of Insurance and we are extremely proud of the service we provide.
Offering Independent Advice allows us to research and implement the best possible solutions for our clients without restriction.
We aim to protect and maximise client wealth with smart tailored solutions and we are experts in providing investment advice, pension advice (retirement planning), insurance advice (protection) and estate planning advice (IHT and tax planning).
At the core of Kellands longevity and success is a professional face-to-face relationship based on trust.