Discovery Meeting

Discovery Meeting

This meeting will last approximately one hour and will form the basis for any further discussions. It will give you the opportunity to consider whether a Kellands financial adviser is right for you and your requirements. The aim of this meeting is to help us really understand both your financial and personal goals - and all at our expense. 

A key focus of our business relationship is to ensure that we fully understand your financial needs. All our Kellands financial advisers take pride in how they interact with their clients. We leave no stone unturned when providing financial solutions and we ensure that our clients have all the information they require to make financial decisions founded on all the facts.

News Feed

20/10/2017

Police conduct inquiries into Royal Bank of Scotland unit

Officers are looking into a division of the bank set up to help failing firms, the BBC understands.

Kellands Updates

October 5, 2017

As the UK looks to Brexit, should investors get into Europe?

Many experts and fund managers are forecasting that Europe could be the place for investors to be over the next… Read more