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

Tel: 0117 900 4000
Fax: 0117 900 4111

E-mail: bristol@kelland.co.uk

Our Approach

Your first meeting with us is free and does not bind you to a future relationship. It allows you to assess us, whilst it helps us to identify your needs and objectives.

We start at this initial meeting with an in-depth “financial health check”. This entails discussing your current circumstances as well as your individual objectives and aspirations.

With your permission, we then obtain information on your existing arrangements from the relevant insurance companies and investment institutions.

Following the meeting, we carry out a needs analysis based on your current situation, taking into account your specific plans and objectives. This includes an analysis of your existing investments, pensions, tax planning, wills, mortgages and banking arrangements, as well as specific recommendations to achieve your objectives.

At Kellands, we believe it is important to review your financial plans regularly to react both to any changes in your circumstances and to economic and legislative changes.

Contact us now to find out more.