Working with professionals
We at Kellands Bristol have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.
Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients. In these changed times, much of our communication with clients and professional partners is undertaken via online meetings, however we do remain open for face-to-face meetings at our office, should you and your clients prefer.
Why work with Kellands?
Kellands Bristol can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment.
To find out how we could work together to help you and your clients, contact us by email, phone or via an online meeting. Also, please feel free to download our “Why work with Kellands” pdf.