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 products

Investment management

At Kellands (Bristol) Limited, our aim is to exceed your expectations. We also recognise that no two investors are the same - so we work closely with you to develop a financial strategy and plan to help deliver your personal investment requirements - both now and in the future.

This starts by establishing your precise objectives - eg whether capital growth or income is needed, whether access to capital is required in the future and when this might be. We also take note of your attitude to risk plus your tax position and encourage a wide variety and spread of investment vehicles. Our initial proposals will then be discussed and fine tuned with you before we proceed.

At all times, we focus on certain key drivers;

Tax mitigation
Risk management
Protection of wealth
Estate preservation

We pride ourselves on being flexible and able to offer you with a service tailored to your needs.

We also stress the need for continual reviews - to reflect changes in both the marketplace and your needs. This, coupled with simple administration plus regular clear communication, is, we believe, a winning formula and allows us to provide the very best investment advice for you - at all times.

Our services include:

Investment management
Overall financial planning review
Investment portfolio appraisal
Ethical investment review
Tax mitigation strategy
Increasing your investment income
Capital growth strategies
Planning for retirement
Providing for school fees

Contact us now to find out more.

Please be aware that the value of investments linked to the stockmarket, and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition past performance should not be seen as an indication of future performance.