Working with professionals

Working with professionals

We at Kellands Bristol have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides.

Kellands Bristol can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment. 

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