Why Kellands Chetwood Ltd
Planning for your future
At Kellands Chetwood Ltd our aim is to ensure that you have the best possible advice when planning your financial future. As your partner in building Wealth and Security we can help you towards the life that you want to lead. Choosing a financial partner is one of the most important decisions in your life and we at Kellands Chetwood Ltd with our partners Kelly Jenkins De Mel will build a long term strategy to meet with your current and future objectives.
Our services include a review of your existing arrangements:
- When was the last time your pensions, savings and life assurance plans were reviewed?
- As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.
Milestones in life
There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' that may require our assistance.
Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement – death.
With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.
Why Independent Financial Advice?
As Independent Financial Advisers we are totally independent of any financial institution and our duty is to act for our clients in the financial services marketplace. This duty requires us to ensure that the advice we give is impartial and any product we recommend is the best suited to a client’s particular circumstances. We also have experienced consultants in Pension Transfers - an increasingly complex area of pension advice.
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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 |
