Working With Professionals

Working With Professionals

We at Kellands Hale have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

Kellands Hale can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment.

News Feed

22/2/2019

Flybe signs Virgin deal despite criticism

Airline agrees £2.8m deal with a Virgin Atlantic-led group despite shareholder opposition.

News & Views

February 18, 2019

Three reasons why gold is a bad investment

Gold is a bit like the Marmite of the investing world; you either love it or you hate it. Read more