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

21/8/2018

Ex-UBS trader avoids deportation - for now

Kweku Adoboli, who was convicted of a huge fraud in 2012, is trying to avoid being sent back to Ghana.

News & Views

August 15, 2018

Can property wealth rescue your retirement?

My property is my pension is a phrase we often hear as financial advisers. Does this stack up? Read more