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

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