Throughout your dealings with Kellands we are available to answer your questions and make adjustments to your plans as your personal circumstances change.
No matter how small you feel a change is to your lifestyle, this may well have a considerable impact on your financial planning. This is why at Kellands we encourage all our clients to engage with us on at least an annual basis to review their current situation. If the outcome has given you nothing more than the feeling of peace of mind, these discussions have proved invaluable. Of course, not all clients need annual reassurance and the choice will always be yours.