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

15/12/2017

Sleep in a showroom

Shops are using quirky events and experiences to lure us back to the High Street - but will it work?

Kellands Updates

December 8, 2017

Will we see a Santa Rally this year?

For investors, the Santa Rally has proved to be a ‘strange but true’ phenomenon over a lengthy period. So will… Read more