Providing bespoke financial planning advice for professionals

Providing bespoke financial planning advice for professionals

Meeting the financial needs and objectives of professionals - accountants, solicitors, company executives and medical professionals - requires specialist expertise and understanding.

We appreciate that the demands of work often leave little time to manage financial affairs and plan for the future. We understand that most professional people have particularly complex requirements that change as careers progress.

At Kellands, we understand the challenges that many professionals face and have the specialist knowledge and expertise to help you achieve your financial goals and protection needs, both now and in the future.

We take a proactive approach to ensure that our clients capture every available financial planning opportunity, allowing you to focus on your career, whilst working closely with us to ensure that your bespoke financial plan is delivered. We aim to help our clients navigate through the key wealth accumulation years of their career, to help ensure that they can enjoy a comfortable retirement.

Find out how Kellands can help you with your financial planning.

News Feed

30/11/2022

Royal Mail postal workers begin fresh two-day strike

The action is the latest in a series of walkouts and will affect deliveries of letters and parcels.

News & Views

November 21, 2022

Raising money for Children in Need 2022

Kellands Bristol are committed supporters of Children in Need and every year we look to raise money for this worthy… Read more