The following are just some of the testimonials we have received, from clients and from our professional partners.
“Kellands have looked after our financial affairs for the last twelve years. We have complete confidence in their ability to secure the best for our investments.
Kellands workforce is very highly skilled with extreme knowledge of the worldwide financial markets. Rebeca Barrett is our individual financial planner and she is an excellent example of this. She is very personable and understanding of our needs and is very easy to talk to whenever we have a query.
Rebeca has a holistic approach and is very understanding of people s potential concerns in the volatile financial market. We trust her advice.” - Elaine and Elwyn Williams.
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“I have been a client of Kellands for the last sixteen years, and my finances would not be where they are today without the sound advice and guidance I was given, first by Mark Roper and latterly by Aaron Pitt.
I highly recommend Kellands to anyone looking for a financial advisor. They give one hundred percent commitment, unsurpassed knowledge, integrity and advice that stands out from advisors I have had in the past.
Thank you all at Kellands and keep up the excellent work you do.” - Diane Wells, Portishead
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“We would wholeheartedly recommend Kellands for all manner of financial advice and we have been particularly impressed with the transition of our portfolios from Tony Griffin to Aaron Pitt.
Aaron has looked after our investments and offered sound advice and has helped us navigate the complexities of the financial world. Listening to our needs and risk status Aaron has helped us to optimise our best chances of a financially secure retirement.” - Chris & Hazel Staddon, Bristol.
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“Tony Griffin has been our financial adviser since 2011. Right from the offset we made it clear that we wanted someone who we would see us on a yearly basis, or more if we felt the need. Tony has met this requirement & appreciates our needs as a couple. His guidance has been invaluable as he has steered us through our investment decisions. We are pleased to say that we regard Tony as our friend and we always look forward to his visits.” - David & Kay Tranter, Chippenham
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“I would like to say that I have been so grateful to David Lovelock and the team at Kellands for their invaluable help and advice especially when I was widowed and had no-one to turn to for financial help. I was fortunate that two of your long-term clients suggested I contact your office and from then on I have felt that I can trust the help and advice given by Kellands.” - Mrs. B, Cawsand
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"Clive Hall has been our adviser for many years and has been with us on our investment journey from employment through to retirement and has helped us navigate the complexity of the markets to secure our future. I’m particularly grateful for his support given when I took early retirement, especially the introduction to Kellands’ own expert tax advisers that provided invaluable advice on the options available and the best approach to manage tax efficient transition.
Clive has consistently demonstrated his knowledge and understanding in an ever-changing marketplace prompting us when intervention is required and giving reassurance when not. I have no hesitation recommending Clive (and Kellands) and indeed have done so having introduced several other family members who are now also clients, something I would not have countenanced had I not been entirely comfortable.” - Mike Martin, Longwell Green
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“Philip Chapman has been our financial adviser for the last 25 years. He has always made us feel we are in safe hands, as if on a boat that is on a steady course, whatever market storms are raging. Philip understands and appreciates our needs as a family, helping us to make the best and wisest decisions, guiding us through the intricacies of taxation and inheritance without coercion. Perhaps most importantly, he has become a good friend and we always look forward to his visits” - Heywood & Jenny Hill, Presteigne
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“Kenton Price and his team at Kellands were highly recommended to me and over the past 5 years the guidance, pension and investment advice received have been excellent.
Kenton explains things in an understandable manner without unnecessary jargon and always listens to any comments, concerns or feedback that I might have. His recommendations are always very clear, evidence based and well delivered. I am delighted with the high level and quality of service and attention offered and I am confident and reassured that my investment aims, objectives and requirements are completely understood . And most importantly, I am pleased with the performance and growth of said portfolios under the care and management of Kellands.
Also, Kenton and Jo Marshall were a massive help to my sister and I after our Mum passed away, providing guidance and support with all of the relevant correspondence and actions that a bereavement generates. This ‘above and beyond’ level of service was very compassionate, most unexpected, gratefully received and truly appreciated at such a difficult time. Simply exceptional. I would happily and heartily recommend Kenton Price and Kellands to anyone”. - Mark Davis, Bristol.
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“I was blessed by being navigated towards using financial adviser, Clive Hall, by my parents. My family have made significant financial gains as a result of the expert advice provided to my parents, by Clive. I continue to adapt my investments according to his recommendations and knowledge, factoring in my employment status, income and the continual changes in the markets at home and abroad.
The continuity of advice supported by annual reviews has been ‘key’, resulting in growth and financial security as I approach retirement. Clive and his team at Kellands (Bristol) continue to provide the initiative behind adjustments to my existing portfolio and new investments. I have no doubt this advice will not only benefit my financial situation during retirement, but also help maximise my children’s financial security in the future. Thank you, Clive!” - Ruth Pitchers, Wraxall, North Somerset.
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“Kenton Price and Kellands were recommended to me via a close friend being that he had successfully advised and guided her family over many years.
Kenton visited me at home and conducted a detailed analysis of my finances and future plans. He put me at ease and explained things in a very straightforward, simple to understand manner. Kenton examined and discussed various options without me feeling under any obligation or pressure to decide at that point.
I have always found Kenton to be professional, personable, diligent, honest and extremely helpful, providing guidance and support after the death of my mother, for which I will always be grateful.
Thanks to sound and timely advice from Kenton and his Team, I am pleased to say that my investments seem to be showing decent growth and a reasonable rate of return. I would thoroughly recommend Kenton and the Team at Kellands to anyone.” – Lynn Clark
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“We have been a client of Kellands for over 20 years and cannot praise the company highly enough, the advice and support we have received regarding our investments has been second to none. With Tony Griffin and his team, we now understand a lot more how the markets work, and we rely on their knowledge to keep our investments going in the right direction. Here’s hoping the next 20 years will bring continuing success!” - Mike & Jill, Stockwood Bristol
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“I have been very pleased with the investment and pension advice provided by Kellands. They listen carefully to my requirements for future planning and give relevant and timely advice. The review on taking over from my previous adviser a couple of years ago has already produced results, even during the trying financial times we have experienced. Aaron Pitt is always available to answer any questions either remotely or in person. I would recommend Kellands to anyone looking for careful, independent advice.” - Mary Onions, Kingswinford
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“After much online searching and several meetings with potential financial advisers, Tony Griffin and Aaron Pitt stood out as being the best by far. We were immediately comfortable in their company and completely reassured by their knowledge and realistic approach to savings and investment that were appropriate for us. Choosing the right financial adviser is so important for peace of mind and ensuring a good ongoing relationship. We are confident that Kellands is the right choice for us and look forward to working with Tony and Arron for many years to come.” - Sara & Pete, Clevedon
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It must have been some 15 years ago that I thought I should sort out my personal finances with a view of ensuring a reasonable pension in the future. I was actually recommended Clive Hall at Kellands by a friend who had already been dealing with Clive. That was pretty good advice, as I am sitting here enjoying a comfortable retirement which I was able to take earlier than I had intended.
His thorough and patient manner in getting to understand my situation, expectations and risk taking attitude has paid off handsomely. Throughout all these years I have always found Clive to be highly professional and a pleasure to deal with. I therefore echo that advice given to me, and would readily recommend Clive to anyone who asks” - Dave Close
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"My wife and I had large amounts of money invested in Woodford funds via unit trusts, ISAs and SIPPs. These Woodford funds were always being promoted by our 'advisor' - a very large Bristol based investment service charging high set up and management fees.
We were getting concerned with the poor performance of Woodford along with the continued promotion of his funds, so arranged a meeting with Philip Chapman of Kellands. Philip explained in a clear, friendly and professional manner the high quality of Kellands Investment platforms, the large savings on set up and ongoing management fees over our previous advisor, and the various investment risk ratings available that suited our risk levels.
More importantly however, Philip explained that our investments in Woodford were much higher risk than the 'cautious' risk band we should have invested in....thank heavens for that! No-one has a crystal ball in the financial world but we are so grateful for taking Philip’s/Kellands advice otherwise we could have suffered life changing financial consequences”. - Mike and Jennie Sellick, Bristol
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“At my age I am aiming to balance maintaining my independence and continuing to have a good standard of living and enjoy life my way. I have found working with Rebeca (Barrett) has given me a clear view of my finances, and has been invaluable in helping me achieve this with realistic confidence about my future.” – Mrs Bower, Holmfirth
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"My wife and I have been clients with Kellands (Bristol) for over 10 years. We moved there for continuity of advice when our financial adviser, Clive Hall, joined the company in 2006/7. He has taken the time and trouble to understand our family circumstances and we regard him very highly.
The advice given has been consistently sound and we have been very satisfied with the investments made. Meetings with Clive are friendly and timely. The inheritance tax, ISA investment and family trust advice has always been informed, up-to-date and forward-looking. The customised advisory documentation from Kellands has been of a high standard throughout and we've been happy to recommend Kellands services to several friends who report complete satisfaction" - Roger Starr, Winscombe, North Somerset
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"I would without hesitation recommend Kellands for any financial advice. I have been very impressed with all the guidance and wealth of knowledge I have received over the years and very grateful as it a subject that is completely out of my comfort zone.
All the financial suggestions have been spot on and I've been extremely impressed with the performance of my various investments. I have also had invaluable advice and guidance on my later life planning with my pensions and have now just retired so being able to enjoy my live to the full. Philip Chapman has always been very patient and has explained everything with clarity and honesty - we have had a great working relationship for many years." - Ailsa Frew, London
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"I first became aware of Kellands 13 years ago when they became my parents’ financial advisers. They gave them excellent advice on inheritance tax and I was impressed.
Having previously used two different IFAs myself, and being unhappy with their service, I decided to ask Kellands what they could do for me. I was immediately pleased by Tony’s attitude and approach; taking a genuine interest and giving me great confidence. He took time to understand my needs and explain options in a friendly and professional way.
I am extremely impressed with the performance of my investments since engaging Kellands. The standard of service is exceptional and I would heartily recommend Tony Griffin and Kellands to anyone.” – Anthony Gray, Oxford
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"I first approached Kellands Bristol to discuss an investment following the sale of a property. I found the representatives to be very welcoming and professional; it was made clear to me how the fund worked and the reasons why it was the best for my situation. There was no pressure upon me to sign up for anything and it allowed me to go away and consider my options and discuss with others. In my second meeting the proposal was clearly recapped and explained and consequently I was very happy to make the investment." - Barry Davie, Bristol
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"We both continue to be well served after some 20 years of your independent financial advice tailored to our needs and remain content and relaxed in your care.” - Peter & Jackie Park, Faringdon
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“Kellands have given me a clearer understanding and confidence in regard to my retirement. Their representative, met me in my home where I felt I could be honest about my worries and wishes. The financial advisor gently took me through a process and guided me towards a pension investment scheme that I feel comfortable with. She has kept me updated and everything is going better than I ever expected. I am very confident in the knowledge displayed and clear messages and advice given. Kellands have a personal touch with high standards of expertise..”- Jane Stevens, Pembrokeshire
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“My financial advisor feels more like a partner in our financial journey than just a Financial Advisor. She listened to our short- and long-term goals, explained how we could best achieve them and then answered all questions and queries (of which there have been many) in a clear, detailed, understandable way. At no point did we feel “sold to” – my financial advisor’s approach was friendly, professional and showed great knowledge and competence.” – Tony Smith & Rachel Earle, Gloucester
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"My mother was a client of Kellands for many years and was always pleased with the advice and support she received. I had valuable help while acting as Power of Attorney for her. My husband and I are very happy clients of Kellands. Meetings with our financial advisor at our home are well planned, never rushed and enable us to explore all suitable options for investment in line with our ethical investment needs.”. - Ruth and Derek Robinson, Totnes
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“I hadn’t given pension planning any real thought before working with our Kellands financial advisor – I initially approached Kellands to help review and update my life cover through my business, but during our meetings it became obvious that I could and should be using my company profits to help save for my future and reduce my tax bill too. My financial advisor discussed everything from budget to risk and reward, and clearly explained the pros and cons of how current pension rules applied to me and whether to make personal contributions or company contributions. I would (and have) recommended meeting and working with Kellands for any financial advice and educating you might need.” - Pete and Annette Davey, Portishead
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“I needed pensions advice and tried free sessions with a couple of other firms but chose Kellands – partly from personal recommendation and partly because my initial meeting with my financial advisor inspired confidence in her abilities. Having now had 3 or 4 meetings – and a couple of phone conversations – I can say that my kellands financial advisor combines enthusiasm and a positive approach with the ability to adapt her level of explanation to suit my needs. She has been flexible, attentive and accommodating and I have found the whole process to be beneficial, reassuring – and even enjoyable.” – Ralph Cullimore, Sidmouth
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“My brother and I have very much valued the help and advice provided by Kellands regarding my father’s potential estate. We have felt that the monies are being kept in the best interests of both my father and subsequently ourselves. My father relied on financial advice from Kellands. The implications of inheritance tax have always been clearly explained to all of us and we have been able to minimise the likely tax due on Dad’s future death. My financial advisor has made a point of fitting in a visit to Suffolk with my brother’s annual visits from Australia so we can all be happy with her recommendations all of which we have accepted. She has also worked well with Dad’s solicitor when required regarding the LPA etc. I feel very happy we have been able to carry things forward in the best way and, for me, the minimum of concern and fuss.” – Viv Mason POA for Mr Satchwell, Clevedon
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“I have always avoided any kind of financial planning advice, like a novice refusing fences at the Grand National. Too overwhelming, complicated, difficult to understand, boring, and not something I was willing to dedicate a load of time getting to grips with. I was fortunate to find Tom Roberts at Kellands who completely changed my view of this.
Tom did a full analysis of my situation and quickly presented easy to understand solutions in plain English that made complete sense. He also did extensive research and I had complete confidence that he had my best interests at heart at all times and that the products he recommended to me were perfectly in line with my needs. He even managed to get me to understand the more challenging aspects of financial planning that I would previously have considered impossible to contemplate.
Miraculously I now understand the subtleties of taxation benefits of a company pension versus a personal pension, and other previously “too boring for words” subjects like the importance of insurance as I contemplate the stark reality that I might not actually live forever.
Thanks to Tom I now have a very reassuring ring of security around me and a greater knowledge of financial planning that makes me feel like I’ve not only conquered those tricky fences but already won the Grand National.”- Rebecca Garrett, Devon
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“Dear Peter (Ball). Thanks for all the valuable financial advice you gave to our mother over the years. She really did appreciate your assistance and professionalism. Paul was amazed how little inheritance tax we had to pay thanks to your expertise.” - Catherine Costley-White, Stoke Bishop, Bristol
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“Dear Peter (Ball). It has been an absolute pleasure knowing you for the past 30 years and for all you have done for the family. Through you, I have learned more than I ever thought possible, and I have you to thank for my portfolio of investments. Starting off as a novice, I've always been happy to take your advice and you've helped me to demystify the investment jargon. And not least of all having the foresight to warn me off believing in Neil Woodward even when I thought he had the magic touch!” – Cheryl Aldons, Osterley, Middlesex
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“…the advice that Peter/Kellands team has given Myriam over the past 40 years has allowed a humble nurse to travel the world on Concorde, the Orient Express and many cruise ships including QE2, Queen Mary and Queen Victoria’s maiden voyage around the world. A bucket list to be proud of and more importantly a life to be proud of. Words can’t express my thanks.” - Michael Sawyer, POA for Mrs Myriam Houlmann – Street, Somerset.
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"I met Tom Roberts when he was IFA for an elderly friend for whom I held Power of Attorney. He was recommended to my friend by other friends of hers. I was impressed, as was my friend, by the way he handled her finances until her death. When I realized that my own finances were in a muddled state I asked Tom to become my IFA. At our first subsequent meeting he was scrupulous in assessing my willingness to accept risk and patient in explaining matters so that I could understand them. Since then, he has streamlined my financial assets, always keeping me fully informed about them and always being willing to promptly answer by phone or email any queries I have had" - Brenda Davey, London W2
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"We had an IFA about thirty years ago and the company was taken over by Kellands. Tom Roberts was assigned to us and he has been a kind, reliable advisor and friend ever since. He always takes care to ensure that our actions match our personal needs- not too much risk but also the necessary growth of our accounts. On our recommendation Tom has been looking after my sister and brother-in-law’s accounts and has recently been advising our daughter’s family.” - Tom and Jane Pockley, East Sussex
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