Our Awards

As a Chartered Financial Planning practice, we are committed to raising standards of knowledge, capability and ethical practice. We recognise the importance of encouraging employees to reach Chartered status throughout the business to ensure that we have the skills and knowledge to deliver the highest quality advice for our clients. At Kellands, the clients’ interests are always at the heart of the advice we give.
We believe our approach helps to differentiate us from our competitors and peers – and the awards we have received bear testimony to that.

A list of some of our awards and nominations are detailed below:

2024

Professional Adviser Awards 2024 – Adviser Firm of the Year, North West – Finalist

Professional Adviser Awards 2024 – Best Client Engagement – Finalist

2023

Citywire New Model Adviser – Top 100 financial planning firms 2023 – WINNER

Women in Financial Advice Awards 2023 – Woman of the Year – Retirement Planning WINNER (Jennifer Skehan)

Women in Financial Advice Awards 2023 – Financial Adviser of the Year – North West Finalist (Jennifer Skehan)

Moneyfacts – Retirement Adviser of the Year 2023 – WINNER

Moneyfacts – Investment Adviser of the Year 2023 – Finalist

Moneyfacts – Tax and Estate Planner of the Year 2023 – Commended

Professional Adviser Awards 2023 – Adviser Firm of the Year – North West Finalist

Professional Adviser Awards 2023 – Paraplanner of the Year – Andy Turner – Finalist

Professional Adviser Awards 2023 – Best Client Engagement – Finalist

2022

Moneyfacts – Retirement Adviser of the Year 2022 WINNER

Moneyfacts – Tax and Estate Planner of the Year 2022 WINNER

Professional Adviser Awards 2022 – Adviser Firm of the Year – North West WINNER

Citywire New Model Adviser – Top 100 financial planning firms 2022 – WINNER

Professional Adviser Awards 2022 – Best Client Engagement (Advisers) Finalist

Women in Financial Advice Awards 2022 – Financial Adviser of the Year – North West Finalist (Jennifer Skehan)

Moneyfacts – Investment Adviser of the Year 2022 Finalist

Money Marketing Awards – Best Mortgage Advice Firm 2022 Finalist

2021

Women in Financial Advice Awards 2021 – Financial Adviser of the Year – North West WINNER (Loretta Mooney)

Moneyfacts – Tax and Estate Planner of the Year 2021 WINNER

Moneyfacts – Retirement Adviser of the Year 2021 Finalist

Mortgage Strategy – Best Small Broker 2021 Finalist

2020

Moneyfacts – Investment Adviser of the Year 2020 Finalist

Moneyfacts – Tax and Estate Planner of the Year 2020 Highly Commended

Professional Adviser Awards – Adviser Firm of the Year 2020 Finalist

Professional Adviser Awards – Best Client Engagement 2020 Finalist

Professional Adviser Awards – Paraplanner of the Year 2020 – Highly Commended

2019

Moneyfacts – Investment Adviser of the Year 2019 WINNER

Moneyfacts – Tax and Estate Planner of the Year 2019 Finalist

Retirement Planner – Tax and Estate Planner of the Year 2019 Finalist

Retirement Planner – Outstanding Customer Care Award in Retirement Planning 2019 Finalist

Retirement Planner – Best Individual Pensions Advice Firm of the Year 2019 Finalist

2018

Moneyfacts – Investment Adviser of the Year – WINNER

Retirement Planner – Outstanding Customer Service Award – WINNER

Money Marketing Awards – Best Mortgage Advice Firm of the Year – WINNER

Moneyfacts – Tax and Estate Planner of the Year – Finalist

Retirement Planner – Best Individual Pensions Advice Firm of the Year Finalist

Retirement Planner – Best Corporate Pensions Advice Firm of the Year Finalist

2017

Moneyfacts – Tax and Estate Planner of the Year – WINNER

Retirement Planner – Best Individual Pensions Advice Firm of the Year Finalist

2016

Moneyfacts – Tax and Estate Planner of the Year – Highly Commended

 

For quality financial advice from an award-winning team, contact us today.

News & Views

March 28, 2024

Chris Bull runs the London Marathon for the British Heart Foundation

Kellands Chartered Financial Planner Chris Bull will be dusting off his trainers and (knees permitting!) running the London Marathon on Sunday, 21st April.
Read more