Business Details
33 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1993, Kelly Financial Management (KFM) is a family-run financial planning firm with offices in Devon and London, serving clients across the United Kingdom. Our team comprises 100% Certified Financial Planners (CFP), adhering to the global standard of excellence in financial advice. Over three decades, we have engineered comprehensive financial strategies enabling clients to achieve personal and financial goals while building secure futures for their families. Our approach combines Eamonn's technical expertise with Ronan and Liam's innovative digital solutions, ensuring high standards of professional excellence, ethics, and client care.We prioritise transparency and communication, offering bespoke financial plans tailored to individual circumstances. Our services span personal finance, retirement planning, investment management, estate planning, and enterprise solutions for businesses. With a six-step client journey, we deliver consistent, repeatable processes to maintain service quality. Our administration team plays a vital role in supporting these operations, ensuring seamless client experiences. KFM's reputation for proactive client engagement, as evidenced by testimonials, underscores our commitment to long-term relationships and financial security.
Services
Personal Finance
Financial Protection
Retirement Planning
Investment Planning
Estate Planning
Enterprise Services
Group Employee Benefits
Details
- Year established: 1993
Highlights and features
- We have 30 years of experience in holistic financial planning.
- 100% of our planners hold Certified Financial Planner (CFP) status.
- Family-run business combining technical expertise with digital innovation.
- Six-step client journey ensures consistent, transparent financial strategies.
- Proactive communication and regular client reviews maintain long-term relationships.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional pension performance
Proactively in regular contact
Impressed every step
Build secure futures
Expertise and ethics
Services
Retirement Planning
We help clients build Retirement Freedom Funds through tailored strategies that address uncertainty and ensure long-term financial security. Our approach combines tax-efficient solutions with regular reviews to adapt to changing circumstances. Clients benefit from proactive communication and expert guidance to achieve their retirement goals.
Investment Planning
Our investment planning services create robust, tax-efficient portfolios aligned with clients' financial objectives. We focus on diversification and risk management to maintain stability across market conditions. Regular performance reviews ensure investments stay on course to meet long-term targets.
Estate Planning
We design efficient estate plans to ensure your wealth benefits family members while minimising tax liabilities. Our strategies include wills, trusts, and inheritance tax planning tailored to individual circumstances. This ensures a secure financial legacy for future generations.
Financial Protection
We provide financial protection strategies to safeguard loved ones through life assurance, income protection, and critical illness cover. Our solutions ensure families maintain financial stability during unexpected events. Policies are tailored to individual risk profiles and long-term goals.
Enterprise Services
We help businesses design employee benefits packages including pensions, health cover, and income protection. Our approach aligns benefits with company culture and management objectives. We also provide wealth management solutions for business owners and directors.
People
Eamonn
Founder
With extensive technical expertise in financial planning, Eamonn established KFM 30 years ago. He leads the firm's strategic direction while mentoring the next generation of advisors.
Siobhan
Co-Founder
Co-founder Siobhan contributes to KFM's operational excellence, supporting the integration of traditional expertise with modern digital solutions for enhanced client service.
Ronan
Financial Planner
Ronan brings innovative financial and technological solutions to KFM, enhancing digital capabilities while maintaining rigorous professional standards in client advisory services.
Liam
Financial Planner
Liam combines fresh perspectives with technical proficiency, focusing on digital transformation and next-generation financial planning tools for improved client outcomes.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, estate planning, financial protection, and corporate benefits solutions tailored to individual and business needs.
How does your six-step client journey work?
Our process involves understanding your goals, analysing financial situations, developing custom strategies, implementing solutions, monitoring progress, and regular reviews for adjustments.
Are your financial planners certified?
Yes, 100% of our planners hold Certified Financial Planner (CFP) status, meeting global standards for professional excellence and ethics.
Do you serve clients outside London?
We provide services throughout the UK from our Devon and London offices, with remote advisory capabilities for nationwide client support.
How do you ensure financial plan effectiveness?
We combine technical expertise with regular reviews, proactive communication, and tax-efficient strategies to maintain plan relevance and long-term success.
What makes KFM different from other firms?
As a family-run business with 30 years' experience, we blend traditional expertise with digital innovation for personalised, ethical financial planning.
