Kellands (Bristol) Limited
Financial Management Consultants
Quays Office Park
Conference Avenue
Portishead Bristol BS20 7LZ

Tel: 0117 900 4000

E-mail: bristol@kelland.co.uk

Investment advice

At Kellands Bristol, our approach to providing the best investment advice is simple.

We start by establishing your precise objectives – for example whether capital growth or income is needed, whether access to capital is required in the future and when this might be. We also take note of your attitude to risk, as your risk profile has a major impact on your investment decisions and asset allocation. We also take into account other factors such as your age, circumstances and tax position. Our initial proposals will then be discussed and fine tuned with you before we proceed.

At all times, we focus on certain key drivers;

Tax mitigation
Risk management
Protection of wealth
Estate preservation

We pride ourselves on being both flexible and able to offer you an investment advice service tailored to your needs.

We also stress the need for continual reviews - to reflect changes in both the marketplace and your needs. This, coupled with simple administration plus regular clear communication, is, we believe, a winning formula and allows us to provide the very best investment advice for you - at all times.

Our services include:

Investment advice and management
Overall financial planning review
Investment portfolio appraisal
Ethical investment review
Tax mitigation strategy
Increasing your investment income
Capital growth strategies
Estate planning
Providing for school fees

So for sound investment advice contact Kellands Bristol now to find out how we can help.

Please be aware that the value of investments linked to the stockmarket, and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition past performance should not be seen as an indication of future performance.