Kellands (Bristol) Limited
Financial Management Consultants
Quays Office Park
Conference Avenue
Portishead Bristol BS20 7LZ

Tel: 0117 900 4000

E-mail: bristol@kelland.co.uk

Working with professionals

We at Kellands Bristol work closely with solicitors and accountants to help provide their clients with regulated financial services products.

Since de-polarisation, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial services products for their clients. Many firms do not want to become directly involved in regulated financial services business and will not want to risk overstepping the mark, possibly straying into territory for which they are not authorised.

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

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

Contact Kellands Bristol to find out more.