Financial Planning For Your Business

At Kellands, our experienced team can provide you and your employees with expert independent financial advice to meet all your financial planning needs.

We aim to provide employers and their staff with financial planning support, covering the whole range of employee benefit packages as well as company pension schemes, including auto-enrolment. We also provide a comprehensive tax planning service plus help and advice with Key Person Assurance and Shareholder Protection.

We work closely with you to get to know your business, so that we truly understand the key issues and drivers. We then look to develop integrated holistic solutions that work well together; benefiting your business and helping you get the most for your money.

Key Person Assurance

Key Person Assurance is crucial for any business. Businesses insure their cars, equipment and buildings and have public liability insurance plus insurance for stock and asset replacement. However, many businesses forget to cover one of their primary assets – their key staff.

Key Person Assurance

Shareholder Protection

Shareholder protection insurance is designed to protect your business should anything happen to a major shareholder or partner.

Shareholder Protection

Employee Benefits

As your business grows, attracting good employees and then retaining them is increasingly important - and employee benefits can play a useful part in doing just that.

Employee Benefits

Tax & Estate Planning

Tax planning should be at the heart of all your business financial planning. At Kellands Bristol, we aim to develop tax and estate planning strategies that can help you manage your affairs in the most tax-efficient way.

Tax & Estate Planning

Auto-Enrolment Pensions

Kellands Bristol can help you with the whole process of auto-enrolment pensions; setting up a qualifying pension scheme and helping with the planning and investment process.

Auto-Enrolment Pensions

Retirement Planning for your business

Retirement planning is important for business owners and directors as pensions remain an integral part of most employee benefit schemes. At Kellands we specialise in helping employers and their employees with all their pension needs and provide both pre and post retirement planning advice.

Retirement Planning for your business