Business Details
33 Years
experience
Trusted Financial Advisers in London | KFM
Kelly Financial Management is a family-run financial planning firm that has provided holistic advice to clients across the United Kingdom for over three decades. Established in 1993, our practice combines deep technical expertise with innovative financial and technological solutions to deliver tailored strategies. Every financial planner in our team holds the globally recognised Certified Financial Planner (CFP) designation, demonstrating our commitment to excellence and ethical standards. Our approach prioritises transparency, communication and a comprehensive understanding of clients' unique circumstances to build secure financial futures. With offices in Devon and London, we serve individuals and businesses through services spanning retirement planning, investment management, estate planning and enterprise employee benefits.Our six-step process ensures consistent, repeatable outcomes while maintaining the highest standards of client care. Recognised by the Financial Conduct Authority (registration 164912), we blend Eamonn's extensive technical experience with Ronan and Liam's modern financial solutions to address evolving client needs. Our dedicated administration team supports seamless operations, ensuring clients receive unparalleled service throughout their financial journey. Through proactive review meetings, we help clients adapt their financial plans to life changes while maintaining tax-efficient, goal-oriented strategies. This enduring commitment to client-centric excellence has earned us a distinguished reputation that continues to grow with each satisfied client we serve.
Services
Retirement Planning
Investment Planning
Estate Planning
Financial Protection
Enterprise Services
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in holistic financial planning
- Our team consists of 100% Certified Financial Planners (CFP)
- We provide proactive review meetings to ensure your financial plan adapts to life changes
- Our services are tailored to your unique circumstances through a six-step process
- We operate with full transparency and regulatory compliance since 1993
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional pension performance
Proactively in regular contact
Tangible difference
Impressed every step
Keep wheels turning
Services
Retirement Planning
Our retirement planning specialists help clients build secure financial futures through tailored pension strategies. We create Retirement Freedom Funds that consider individual circumstances, market conditions and long-term goals. With proactive reviews and tax-efficient approaches, we ensure clients can confidently plan for their post-retirement years while maintaining current lifestyle needs.
Investment Planning
We develop robust investment portfolios aligned with clients' risk profiles and financial objectives. Our tax-efficient strategies combine traditional and modern investment vehicles to maximise returns while managing risk. Through regular market analysis and portfolio reviews, we help clients grow their wealth systematically while maintaining appropriate diversification.
Estate Planning
Our estate planning service ensures efficient wealth transfer to beneficiaries while minimising tax liabilities. We implement strategic solutions for inheritance tax planning and asset distribution that reflect clients' wishes. By considering family circumstances and legal requirements, we create comprehensive plans that protect clients' legacies for future generations.
Financial Protection
We provide comprehensive financial protection strategies to safeguard clients and their loved ones against unexpected events. Our solutions include income protection, life assurance and critical illness cover that adapt to changing life circumstances. These plans form essential components of holistic financial strategies for individuals and businesses alike.
Enterprise Services
We design tailored employee benefit packages that enhance workplace satisfaction and retention. Our services include group personal pensions, income protection and life assurance solutions for businesses. By understanding company culture and management objectives, we create HR-focused financial packages that deliver tangible value to employers and employees across the UK.
People
Eamonn
Lead Financial Planner
With over 30 years' experience in financial planning, Eamonn combines technical expertise with strategic vision. As practice founder, he developed KFM's six-step planning process that ensures consistent, high-quality outcomes for clients across the UK.
Ronan
Financial Solutions Specialist
Ronan brings innovative financial technology solutions to KFM's service offerings. Working alongside his father Eamonn, he implements digital strategies that enhance client experience while maintaining the firm's traditional values of transparency and personal service.
Liam
Technology Integration Manager
Liam specialises in integrating modern technology solutions with traditional financial planning. As part of the family team, he ensures KFM remains at the forefront of digital innovation in financial services while maintaining personal client relationships.
Siobhan
Senior Administrator
Siobhan oversees KFM's operational excellence as part of the family management team. With extensive experience in financial administration, she ensures seamless service delivery and supports the practice's growth while maintaining its client-focused ethos.
Questions
What qualifications do your financial planners hold?
All our financial planners hold the Certified Financial Planner (CFP) designation, the global standard for excellence in financial planning, ensuring the highest professional and ethical standards.
How do you tailor financial plans to individual needs?
Using our six-step process, we create bespoke financial strategies through comprehensive fact-finding interviews that understand your complete financial picture, goals and risk profile.
What areas of financial advice do you cover?
We provide holistic advice covering retirement planning, investment management, estate planning, financial protection and corporate employee benefits packages tailored to individual and business needs.
How often do you review financial plans?
We conduct regular reviews with proactive contact through scheduled meetings and phone calls, ensuring your financial strategy adapts to changing circumstances or market conditions.
What distinguishes your family-run business?
Our family business combines Eamonn's technical expertise with next-generation digital innovation, maintaining personal service while embracing modern financial technology solutions.
How are you regulated and protected?
We are authorised and regulated by the Financial Conduct Authority (registration 164912) with strict compliance to conduct business transparently and ethically while protecting client interests.
