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

23/7/2018

Trade tensions pose a risk to global growth - G20 ministers

G20 ministers call for greater dialogue to reduce the risk of trade tensions hurting the world economy.

Kellands Updates

July 9, 2018

Start saving for retirement early for a comfortable retirement

As we bask in this long hot spell, many of us will start dreaming of giving up work and enjoying… Read more