About Kellands (hale) limited
Kellands (Hale) Limited: Your Trusted Independent Financial Advisers
Kellands (Hale) Limited is a leading independent financial advisory firm based in Cheshire, UK. The company has been providing expert financial advice to individuals and businesses for over 30 years. Kellands Hale is a team of highly qualified and experienced independent financial advisers (IFAs) and Chartered Financial Planners who offer bespoke wealth management and investment advice to clients across the UK.
At Kellands Hale, we understand that every client has unique financial goals, aspirations, and challenges. That's why we take a personalised approach to our services. We work closely with our clients to understand their needs, objectives, risk tolerance levels, and time horizons before recommending any investment or wealth management strategy.
Our Services
We offer a wide range of services that cater to the diverse needs of our clients. Our services include:
1. Wealth Management: Our wealth management service is designed for high net worth individuals who require bespoke investment solutions tailored to their specific needs.
2. Investment Advice: We provide expert investment advice on various asset classes such as equities, bonds, property investments, alternative investments like hedge funds or private equity funds.
3. Retirement Planning: We help our clients plan for their retirement by creating customised retirement plans that take into account their current income level as well as future income streams such as pensions or annuities.
4. Inheritance Tax Planning: Our inheritance tax planning service helps clients minimise the amount of tax payable on their estate when they pass away by using various strategies such as trusts or gifting assets during lifetime.
5. Protection Planning: We help our clients protect themselves against unforeseen events such as illness or death by providing insurance solutions like life insurance policies or critical illness cover.
Why Choose Kellands Hale?
There are several reasons why you should choose Kellands Hale for your financial advisory needs:
1. Expertise: Our team of IFAs and Chartered Financial Planners have decades of experience in the financial services industry. We have a deep understanding of the markets, investment strategies, and regulatory environment.
2. Personalised Service: We take a personalised approach to our services. We work closely with our clients to understand their unique needs and objectives before recommending any investment or wealth management strategy.
3. Independence: As an independent financial advisory firm, we are not tied to any particular product provider or investment platform. This means that we can offer unbiased advice that is tailored to your specific needs.
4. Transparency: We believe in transparency when it comes to fees and charges. We will always provide you with a clear breakdown of our fees before you engage us for any service.
5. Client Satisfaction: Our clients are at the heart of everything we do, and we pride ourselves on delivering exceptional service that exceeds their expectations.
Conclusion
Kellands (Hale) Limited is your trusted partner for all your financial advisory needs. With over 30 years' experience in the industry, our team of highly qualified IFAs and Chartered Financial Planners can help you achieve your financial goals through bespoke wealth management solutions tailored to your unique needs and objectives.
We take pride in providing personalised service that puts our clients first, ensuring they receive expert advice that is transparent, unbiased, and designed specifically for them.
Contact us today to find out how Kellands Hale can help you achieve your financial goals!