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

18/10/2018

Brexit: EU ready to extend transition period

Donald Tusk says the EU would have no problem with a longer post-Brexit transition if the UK wants it.

News & Views

October 17, 2018

Forget market timing - it’s time in the market that counts

In uncertain times, it is always worth remembering the old adage – that time in the market matters more than… Read more