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

18/10/2018

Brexit: EU ready to extend transition period

Donald Tusk says the EU would have no problem with a longer post-Brexit transition if the UK wants it.

News & Views

October 17, 2018

Forget market timing - it’s time in the market that counts

In uncertain times, it is always worth remembering the old adage – that time in the market matters more than… Read more