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


Technology giants face European 'digital tax' blow

Firms such as Facebook and Google may be forced to pay 3% of their EU digital revenues.

Kellands Updates

March 3, 2018

Some year-end tax planning tips

With the end of the tax year just over a month away, it’s time once again to consider any last… Read more