Moneyfacts.co.uk has announced the appointment of Kellands Hale as its preferred financial planning advice firm.
We are delighted to have been selected by Moneyfacts.co.uk in this capacity. As Chartered Financial Planners and being able to offer a whole of market choice, Kellands will be working closely with Moneyfacts to provide advice and planning needs to their users across the whole spectrum of investment advice, retirement planning advice and tax & estate planning.
As part of the initial launch of this Moneyfacts.co.uk and Kellands initiative, visitors to Moneyfacts.co.uk can access a free one-hour consultation with Kellands to discuss their investment, tax and estate and retirement planning needs (subject to eligibility). Users are being prompted to get in touch with a dedicated financial planner via Moneyfacts.co.uk.
Both Moneyfacts and Kellands Hale have over 30 years’ experience in the industry. Moneyfacts was created as a way for ordinary consumers to compare financial products quickly and easily and started life as a six-page factsheet and newsletter in 1988, Since then, Moneyfacts has grown into Moneyfacts Group, which includes Moneyfacts.co.uk.
Guy Kelland, Managing Director of Kellands Hale, said: “We are very excited to be appointed the preferred financial planners of Moneyfacts – it is an established and trusted brand in the consumer finance space and one that is so well-known and trusted by all. This relationship is all about helping to improve the position of Moneyfacts.co.uk users across investment planning, retirement planning and tax & estate planning needs – ensuring customers receive the best possible holistic financial planning advice for their individual needs and circumstances – whether this is in person or done virtually via technology, over the phone or screen to screen, across the whole of the UK.”