Kellands (Bristol) Limited are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individual and business clients in Bristol, the South-West and throughout the UK. We are a Chartered Financial Planning practice, which demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice.
It also helps to differentiate us from our competitors and peers. As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services. We believe that by offering a whole of market choice, we can offer our clients the very best unbiased financial advice at all times.
Our financial planning approach can encompass investment advice, pension advice including specialist pension transfer advice and inheritance tax planning, as well as mortgages and life assurance protection.
It also helps to differentiate us from our competitors and peers. As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services. We believe that by offering a whole of market choice, we can offer our clients the very best unbiased financial advice at all times.
Our financial planning approach can encompass investment advice, pension advice including specialist pension transfer advice and inheritance tax planning, as well as mortgages and life assurance protection.
Services
Kellands (Bristol) Limited is a well-established firm of Chartered Financial Planners that has been providing independent financial advice in Bristol and the South-West for over 30 years.
As independent financial advisers (IFAs), our aim is to provide ongoing financial solutions to new as well as existing discerning clients, both individuals and businesses, who are seeking the best quality financial advice.
Being independent means that we can advise you on the whole range of financial and insurance products available in the market.
As independent financial advisers (IFAs), our aim is to provide ongoing financial solutions to new as well as existing discerning clients, both individuals and businesses, who are seeking the best quality financial advice.
Being independent means that we can advise you on the whole range of financial and insurance products available in the market.
At Kellands, we aim to provide quality independent advice to help generate flexible financial solutions for private individuals as well as for businesses.
We are known for offering quality financial advice.
Having carried out an in-depth investigation and analysis of our client's unique financial circumstances, we then propose a robust financial strategy and course of action.
This is based both on your specific needs and the various solutions and options available in the evolving world of taxation, investment and legislation.
We are known for offering quality financial advice.
Having carried out an in-depth investigation and analysis of our client's unique financial circumstances, we then propose a robust financial strategy and course of action.
This is based both on your specific needs and the various solutions and options available in the evolving world of taxation, investment and legislation.
At Kellands Bristol, we offer our clients a distinctive and personalised Wealth Management service.
Our expert financial advisers appreciate the financial challenges you face and provide sound wealth management advice.
This financial advice, coupled with our robust investment management process, will help you get the best from your investments.
Check out the testimonials from some of our satisfied clients.
Our Wealth Management service aims to identify the right spread of investments to match your appetite for risk and returns and maximise the likelihood of you reaching your investment goals.
Our expert financial advisers appreciate the financial challenges you face and provide sound wealth management advice.
This financial advice, coupled with our robust investment management process, will help you get the best from your investments.
Check out the testimonials from some of our satisfied clients.
Our Wealth Management service aims to identify the right spread of investments to match your appetite for risk and returns and maximise the likelihood of you reaching your investment goals.
If you are looking for Defined Benefit Pension Transfer advice, you need to talk to pension transfer specialists.
At Kellands Bristol, our financial advisers have the specialist pension qualifications necessary to help you with all your pension advice needs.
Careful retirement planning is crucial for you to achieve the financial and lifestyle goals you want when you retire.
If you have thoroughly reviewed all your current pension arrangements, assessed all available options and concluded that a pension transfer might be the best course of action for you, it's time to talk to Kellands Bristol.
At Kellands Bristol, our financial advisers have the specialist pension qualifications necessary to help you with all your pension advice needs.
Careful retirement planning is crucial for you to achieve the financial and lifestyle goals you want when you retire.
If you have thoroughly reviewed all your current pension arrangements, assessed all available options and concluded that a pension transfer might be the best course of action for you, it's time to talk to Kellands Bristol.
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.
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.
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