Kellands

A Trusted Name in Financial Planning and Wealth Management

Kellands (Bristol) Limited has been a leading provider of independent financial advice in Bristol and the surrounding areas for over 30 years. Our team of experienced financial planners and wealth managers are dedicated to offering personalized financial solutions tailored to meet the unique needs of each client.

Our Approach to Wealth Management

We take a holistic approach to wealth management, considering your financial goals, risk tolerance, and personal aspirations. We work with you to develop a tailored financial plan that addresses your specific needs and aspirations.

For Individuals

• Investment Planning & Advice
• Tax & Estate Planning
• Pre & Post Retirement Planning
• Life Assurance & Protection Planning
• Mortgage Planning
• Socially Responsible Investments

For Businesses

• Key Person Assurance
• Shareholder Protection
• Employee Benefits & Pensions
• Tax & Estate Planning for Businesses
• Business Continuity Planning

Why Choose Kellands (Bristol) Limited?

• Independence: We are not tied to any particular financial institution, allowing us to provide unbiased and tailored advice.
• Expertise: Our team has extensive experience and knowledge in various financial planning areas.
• Holistic Approach: We consider all aspects of your financial situation to create a comprehensive plan.
• Client-Centric: We prioritize open communication and transparency throughout the process and always work in your best interests.

Our Commitment

At Kellands (Bristol) Limited, we are committed to providing our clients with:

• Personalized and attentive service
• Clear and concise communication
• Regularly reviewing and updating your plan
• Transparent and competitive fees

Contact Us Today

Whether you are looking to plan for your retirement, protect your business, or simply get your finances in order, Kellands (Bristol) Limited can help. Contact us today to schedule a consultation and discuss your individual financial goals.