Discovery Meeting

Discovery Meeting

This meeting will last approximately one hour and will form the basis for any further discussions. It will give you the opportunity to consider whether a Kellands financial adviser is right for you and your requirements. The aim of this meeting is to help us really understand both your financial and personal goals - and all at our expense. 

A key focus of our business relationship is to ensure that we fully understand your financial needs. All our Kellands financial advisers take pride in how they interact with their clients. We leave no stone unturned when providing financial solutions and we ensure that our clients have all the information they require to make financial decisions founded on all the facts.

News Feed

23/7/2018

Trade tensions pose a risk to global growth - G20 ministers

G20 ministers call for greater dialogue to reduce the risk of trade tensions hurting the world economy.

Kellands Updates

July 9, 2018

Start saving for retirement early for a comfortable retirement

As we bask in this long hot spell, many of us will start dreaming of giving up work and enjoying… Read more