Business Details
34 Years
experience
Your Trusted Partner for Financial Planning Solutions
Kellands Bristol has been providing independent financial advice in Bristol and the South-West for over 30 years. Originally located in the city centre, we relocated to purpose-built offices in Portishead in 2005, offering clients ease of access and private onsite parking. As independent financial advisers (IFAs), we deliver ongoing financial solutions to individuals and businesses seeking unbiased advice. Our independence allows us to recommend the full range of financial and insurance products available, ensuring tailored solutions for each client. We differentiate ourselves through the care and attention we provide throughout our client relationships, prioritizing integrity and professionalism.Our approach begins with understanding clients' lifestyle requirements, aspirations, and objectives to create long-term financial strategies. We pride ourselves on treating all clients equally, striving to improve our service continuously while maintaining the highest standards of care. Choosing an IFA is a significant decision, and we work closely with clients from the initial consultation to build strategies aligned with their current and future financial goals. Whether clients require advice for the first time or a second opinion, we are committed to helping them plan their financial future.
Services
Financial Planning
Wealth Management
Pension Advice
Inheritance Tax Planning
Mortgage Planning
Life Assurance
Employee Benefits
Retirement Planning
Investment Advice
Ethical Investments
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in independent financial advisory services.
- Our holistic approach tailors solutions to clients' unique lifestyle and financial goals.
- We offer unbiased advice across the entire market of financial products.
- Our team prioritizes integrity, professionalism, and long-term client relationships.
- We specialize in ethical investment strategies aligned with client values.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable advisers
Personalized advice
Ethical investment focus
Long-term trust
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual circumstances and long-term goals. We analyze clients' current financial status, future aspirations, and risk tolerance to develop personalized roadmaps for wealth growth and preservation. With expertise in tax-efficient solutions and retirement planning, we help clients achieve financial security while maintaining flexibility for life's changes. Our approach combines market knowledge with ongoing support to ensure plans evolve with clients' needs.
Pension Advice
We specialize in optimizing pension arrangements for individuals and businesses, including consolidation of existing pensions and tax-efficient withdrawal strategies. Our advisers help clients navigate complex pension rules while maximizing retirement income potential. We provide clear explanations of options and ongoing management to ensure pension funds align with overall financial objectives. Regular reviews ensure strategies remain effective as regulations and personal circumstances change.
Inheritance Tax Planning
Our inheritance tax planning service focuses on minimizing tax liabilities while preserving wealth for future generations. We implement strategies such as trust structures, lifetime gifting, and tax-efficient investments to protect clients' legacies. We work closely with legal professionals to ensure comprehensive estate planning that aligns with clients' wishes and family needs. Regular reviews ensure plans remain current with changing tax legislation and personal circumstances.
Ethical Investments
We create investment portfolios that align with clients' ethical values without compromising financial performance. Our approach considers environmental, social, and governance (ESG) factors while maintaining diversified exposure across asset classes. We provide transparent reporting on both financial returns and ethical impact, ensuring clients can invest with confidence. Regular portfolio reviews ensure continued alignment with evolving ethical standards and market conditions.
Employee Benefits
We design comprehensive employee benefit packages for businesses, including pension schemes, life assurance, and health benefits. Our solutions balance employer affordability with employee value while complying with regulatory requirements. We provide implementation support, employee education, and ongoing administration to ensure smooth operation. Regular reviews help businesses maintain competitive offerings that support workforce retention and satisfaction.
People
Mason Harrison
Financial Adviser
Mason Harrison brings extensive expertise in financial planning, known for his clear communication and personalized approach. Clients appreciate his proactive service and deep understanding of complex financial matters.
Will Champion-Pritchett
Financial Adviser
Will Champion-Pritchett combines technical knowledge with approachable service, specializing in retirement planning and pension consolidation. Clients value his timely recommendations and thorough explanations of financial options.
Aaron Pitt
Financial Adviser
Aaron Pitt offers expertise in investment management and ethical portfolios, praised for his clarity in explaining complex financial concepts. His client-focused approach ensures tailored solutions that meet individual needs.
Philip Chapman
Financial Adviser
Philip Chapman has over 25 years of experience in ethical financial planning, helping clients achieve secure retirements. Clients commend his long-term perspective and commitment to personalized service.
David Lovelock
Financial Adviser
David Lovelock specializes in investment management and tax-efficient planning, known for his detailed explanations and proactive communication. Clients trust his expertise in navigating complex financial landscapes.
Questions
What services does Kellands Bristol Bristol offer?
We provide financial planning, wealth management, pension advice, inheritance tax planning, mortgage guidance, life assurance, employee benefits, and ethical investment strategies for individuals and businesses.
How does Kellands Bristol Bristol's independent status benefit clients?
As independent financial advisers, we offer unbiased recommendations across the entire market of financial products, ensuring tailored solutions that best meet clients' needs.
Do Kellands Bristol Bristol specialize in ethical investments?
Yes, we have extensive expertise in creating ethical investment portfolios aligned with clients' values while maintaining competitive financial returns.
How long has Kellands Bristol Bristol been in business?
We have been providing financial advisory services since 1992, with many clients maintaining relationships spanning decades.
What areas does Kellands Bristol Bristol serve?
While based in Bristol, we serve clients throughout the South-West and across the United Kingdom.
