Working with professionals

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.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

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. 

News Feed

24/10/2020

The man who taught Uber how to say sorry

Economist John List had a bad ride with Uber and never got an apology, so he showed them the best way to do it.

News & Views

October 21, 2020

Should you transfer out of your defined benefit scheme?

Pensions have become a focal point for many as the coronavirus pandemic has forced retirees to re-evaluate their pension options.… Read more