Welcome to Kelsall Steele
Investment Services
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Investment Services
made easy
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£200 million
in client assets
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Sit Back
enjoy the view
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Award winning
wealth management
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Private Clients

Our financial planners take time to genuinely understand you, and what you want to achieve, then source the most appropriate solutions to meet your needs.

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Professional Clients

Our financial planners draw on a wealth of experience and can work with you to evolve your proposition and provide personalised support to your clients in areas that may fall outside of your expertise.

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Corporate Clients

We have extensive experience working with businesses of all sizes, across various industries

Find out more

Private Clients

Our financial planners take time to genuinely understand you, and what you want to achieve, then source the most appropriate solutions to meet your needs.

Find out more

Professional Clients

Our financial planners draw on a wealth of experience and can work with you to evolve your proposition and provide personalised support to your clients in areas that may fall outside of your expertise.

Find out more

Corporate Clients

We have extensive experience working with businesses of all sizes, across various industries

Find out more

Question and Answers

You can get in touch with us either by phone 01872 309410, or email enquiries@ksisltd.co.uk. Alternatively you can fill out the form on our contact page.

We collect and process various personal data about you for the purposes of providing advice, administration and management services which are explained in more detail in our data protection statement.

We are based in Truro, Cornwall. Our full address is Kelsall Steele Investment Services Limited, Woodlands Court, Truro Business Park, Truro, Cornwall TR4 9NH. Please get in touch to arrange a meeting.
 
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Thanks to Kelsall Steele Investment Services I'm on track to reach my retirement goal.

I also have a firm grasp of my pensions and their value, which is a huge relief for me. It is refreshing to deal with a professional company that are not focussed purely on making a sale - they worked to find the best solution for me and allowed me to take my time to make decisions.
TruroPrivate Client
We are totally at ease with Kelsall Steele Investment Services handling all of our financial affairs

They give us confidence that we are receiving solid professional advice at all times, whatever our circumstances may be. Their collaborative approach, which involved referring us to Kelsall Steele Chartered Accountants, their sister company, ensured all aspects were considered and took away any hassle or confusion.
TruroPrivate Client
We would thoroughly recommend Kelsall Steele Investment Services

Our adviser displayed in-depth knowledge and provided a stellar service. We had the confidence they could provide us with everything we needed. From the start they provided invaluable technical guidance and support, helping us to facilitate a pension and employee benefit scheme for our company, with ongoing support and in-depth reviews on a regular basis.
TruroCorporate Client
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