Wealth Management Bristol

At Kellands Bristol, we offer our clients a distinctive and personalised wealth management service.

Our expert financial advisers appreciate the financial challenges you face and provide sound wealth management advice. This financial advice, coupled with our robust investment management process, will help you get the best from your investments.

Our wealth management service aims to identify the right spread of investments to match your appetite for risk and returns and maximise the likelihood of you reaching your investment goals.

In the UK there are now over 7,000 funds investing in equities, fixed interest and property. In addition, with the new types of investments such as private equity and hedge funds, it’s difficult to know where to start putting the building blocks of your investment portfolio together.

That’s where expert financial advice comes into its own. At Kellands Bristol, we use a scientific, client-focused, investment process that helps us understand the risk you are willing to take with your capital. We then construct a portfolio that gives you the maximum opportunity to earn consistent returns in a way you are comfortable with.

We recognise that all our clients have different needs and objectives. While we have a consistent investment process to assess risk profiles and asset allocation across all our clients, our wealth management service includes a number of tailored investment solutions, based on the principle of multi-manager investing.
  
Our aim is to simplify the complex investment universe and provide you with professional, unbiased financial advice based on your personal goals and objectives. Our advisers are highly skilled, qualified and up to date with investment, taxation and pension developments.

Download our brochure (PDF) for more information.

Alternatively, contact us now to find out more about our wealth management service.