Business Details
31 Years
experience
Independent Financial Advisers in Bristol
Kellands (Bristol) (Bristol) is a well-established independent financial advisory firm with over 30 years of experience serving clients in Bristol, the South-West, and throughout the UK. Founded in 1995 and relocated to purpose-built offices in Portishead in 2005, we specialise in providing holistic financial planning and investment advice to both individual and business clients. Our independence allows us to offer unbiased recommendations across the entire market, ensuring tailored solutions that align with each client's unique circumstances, aspirations, and financial objectives.We prioritise integrity, professionalism, and long-term relationships, with a focus on delivering exceptional service and transparent communication. Our team of experienced advisers combines technical expertise with a personalised approach, helping clients navigate complex financial decisions with confidence while adhering to the highest regulatory standards.
Services
Financial Planning
Investment Advice
Pension Planning
Inheritance Tax Planning
Mortgage Advice
Life Assurance
Employee Benefits
Wealth Management
Ethical Investing
Retirement Planning
Details
- Year established: 1995
Highlights and features
- Over 30 years of experience in independent financial advice
- Personalised, holistic financial planning tailored to individual needs
- Unbiased recommendations across the entire market
- Award-winning team of qualified financial professionals
- Transparent communication with no hidden fees
Associations and certifications
- Financial Conduct Authority
What people say
Personalised advice
Excellent communication
Ethical investment expertise
Long-term trust
Proactive support
Services
Financial Planning
Our financial planning service creates tailored strategies to meet individual goals, combining investment management, tax efficiency, and risk mitigation. We assess clients' complete financial situations to develop sustainable plans for retirement, wealth preservation, and intergenerational transfers. With regular reviews and market-leading tools, we ensure adaptability to changing personal circumstances and economic conditions.
Investment Advice
We provide independent investment advice covering diverse asset classes and risk profiles. Our approach focuses on long-term growth, ethical considerations, and market opportunities while maintaining alignment with clients' financial objectives. Regular performance monitoring and rebalancing ensure optimal portfolio health through market cycles.
Pension Planning
Specialising in comprehensive pension planning, we help clients maximise retirement income through SIPP management, consolidation of legacy pensions, and tax-efficient drawdown strategies. Our expertise includes navigating complex pension rules and ensuring compliance with evolving regulations to secure financial futures.
Inheritance Tax Planning
Our tax-efficient inheritance planning combines strategic gifting, trust structures, and lifetime exemptions to minimise liabilities. We work closely with legal professionals to ensure seamless wealth transfer while maintaining liquidity for current needs and preserving family assets across generations.
Employee Benefits
We design comprehensive employee benefit packages including group pensions, share schemes, and protection policies. Our corporate advisory service helps businesses attract talent while ensuring cost-effectiveness and compliance with regulatory requirements through tailored, scalable solutions.
People
Mason Harrison
Financial Adviser
Experienced financial adviser specialising in retirement planning and complex family financial arrangements. Known for clear communication of technical concepts and proactive client support, with particular expertise in intergenerational wealth planning and ethical investment strategies.
Will Champion-Pritchett
Financial Adviser
Recognised for expertise in pension consolidation and tax-efficient cashflow modelling. Provides strategic guidance on retirement planning, with strengths in simplifying complex financial scenarios and delivering tailored solutions for high-net-worth individuals.
Aaron Pitt
Wealth Manager
Specialises in wealth management for business owners and professionals. Focuses on investment strategy, inheritance tax mitigation, and long-term financial security planning. Appreciated for technical depth and ability to explain complex matters in accessible terms.
Philip Chapman
Ethical Investment Specialist
Pioneer in ethical investment strategies with decades of experience aligning clients' values with financial objectives. Provides expert guidance on sustainable portfolios and multi-generational wealth planning while maintaining competitive returns.
Rebeca Barrett
Financial Planner
Focuses on comprehensive financial planning for families and retirees. Recognised for empathetic approach to inheritance tax planning and ability to build long-term client relationships based on trust and transparent communication.
Questions
What areas do Kellands (Bristol) (Bristol) (Bristol) cover?
We serve clients throughout Bristol, the South-West region, and across the United Kingdom, providing financial advice to both local and national clients.
How experienced is your team?
Our advisers have decades of combined experience, with individual practitioners boasting up to 30 years in financial planning and wealth management.
Do you offer ethical investment options?
Yes, we specialise in ethical investment strategies, helping clients align their portfolios with personal values while maintaining competitive returns.
How are financial plans reviewed?
We conduct annual reviews as standard, with additional check-ins available, using digital platforms for real-time portfolio monitoring and adjustments.
What makes you different from banks?
As independent advisers, we offer unbiased recommendations across the entire market, without product sales incentives or proprietary fund limitations.
Can you help with pension consolidation?
Yes, we specialise in consolidating complex pension arrangements into cohesive, tax-efficient strategies tailored to individual retirement goals.
