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

15/11/2018

Royal Mail profits more than halve

Boss says performance has been disappointing but vows to continue cutting costs and improving productivity.

News & Views

November 7, 2018

State pension age equalisation is here

State pension age equalisation has taken place in the UK. The gradual change now means that women qualify to start… Read more