"What our clients say"

The following are just some of the testimonials we have received, from clients and from our professional partners.

“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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Tom Buss at Kellands has been giving me financial advice for over five years. I’m pleased with the effective management of my portfolio during this period. Growth has been sustained above the market average, with regular consultation to ensure my financial goals remain aligned with the investment strategy.” – Stephen Brown, Rugby

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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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“We have been using Kellands for financial planning for over 5 years. During that time Tom Buss, our adviser, has been great. He has managed to remain incredibly patient whilst explaining opportunities and offered advice that is clear and in an understandable manner. We have been very happy with advice received and would not hesitate to recommend Kellands & Tom.” - John Fishwick, Bath

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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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“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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“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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Mark Roper from Kellands Bristol has been our financial adviser since 1999.  Throughout that time has been sensitive to our circumstances and has always advised us in accordance with them.  He has contacted us annually either in person as by phone and has always been available for additional advice whenever required.  Over the year a happy relationship of mutual trust and understand has been established.” -  Joan & Jon Peters, Hurstpierpoint, W. Sussex

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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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"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 have known Mark Roper for twenty years and have found him totally reliable and capable in every way.  He has always been extremely helpful and confident in his advice and has kept us up to date on any changes taking place.  I greatly appreciate his help in all matters financial.” - Stephanie Hanks, W. Sussex

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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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“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 met Mark (Roper) at an NHS pre-retirement day and was impressed with his ability to stress the importance of robust financial planning without it sounding scary and overwhelming.  We organised a subsequent meeting where he listened carefully to my requirements post retirement and came up with a plan.  That was over a year ago and since then Mark has ensured my finances are working hard for me while I enjoy my new found leisure time.  At every stage he has explained things in a straight forward way, discussed various options , consulted me and kept me informed in a highly professional manner.  A big thank you to Mark and the Kellands team” - Dr. Caroline Hall, Totterdown, Bristol

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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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“I have dealt with Kellands and Mark Roper for over 20 years.  Our regular meetings have always been friendly and courteous, giving valuable advice, suggested with clear explanations, and then helping me to make the best decisions for dealing with my finances.  Thank you Mark for all your guidance and help over our long association and may it long continue.  I have no hesitation in recommending Kellands/ Mark Roper in all financial matters” -. R.C. Mortimer, Surbiton, Surrey

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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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“For approaching 20 years now, Mark Roper has acted as an IFA to me and my wife.  This has involved giving guidance and advice concerning our day-to-day financial affairs and, in particular investments and savings.  During this time he has consistently given us sound advice appropriate to our present and anticipated future circumstances.  I would have no hesitation in recommending the services of Mark Roper.” - Brian May, Burnham.

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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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