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

22/10/2017

Borrow more to boost building, says Sajid Javid

The cabinet minister says a lack of affordable housing is the "biggest barrier to social progress".

Kellands Updates

October 22, 2017

Using the pension freedoms could see you run out of cash

Over a million people have taken advantage of the pension freedoms introduced in April 2015, which allow over-55s to take… Read more