Our Service to You

Financial Health Check

Initially we will carry out an in-depth “financial health check” and discuss your current circumstances as well as your individual objectives and aspirations.

With your permission, we then obtain information on your existing arrangements from the relevant insurance companies and investment institutions.

We may then provide a detailed report about your existing arrangements and will advise you as to their suitability with regard to your current circumstances and future plans. We can then ensure you receive regular financial check ups and provide access to new ideas brought to you by your dedicated financial services team at Kellands.

We also look after much of the behind the scenes administrative matters in connection with your financial affairs, for example informing companies of your change of address should you move.

The Services We Offer

We are authorised and regulated by the Financial Services Authority. For mortgages, your property may be repossessed if you do not keep up repayments on your mortgage. *Occupational Pensions / Pension Transfers are specialist fields requiring advanced qualifications and here at Kellands Chetwood Ltd and Kelly Jenkins De Mel we are delighted to be able to offer independent personal pension and investment advice in these complex areas.

Independent Financial Adviser Kellands Chetwood Ltd is authorised and is regulated by the Financial Services Authority. FSA Firm reference number 195024.
http://www.fsa.gov.uk/register
Registered in England | Company No. 4021559

© Copyright Kellands Chetwood   |   Professional Web Design by Iconography Ltd