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Due to the COVID-19 Government Guidance our offices are currently closed with all staff now working from home.

Please continue to contact us via 01872 309410 and email

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Our Services

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Our Story

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.

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.

Corporate Clients

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

Who are we

Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than fifteen years ago to deliver comprehensive financial planning and investment advice. Today, we are responsible for the oversight and management of more than £85 million in client assets.

Today, the ambitious team includes dedicated Financial Planners, as well as a paraplanner and administration team, committed to remaining at the forefront of solution design - helping successful individuals and businesses to achieve everything that is important to them

Help & Support

You can get in touch with us either by phone 01872 309410, or email [email protected]. 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.
More +

Understanding my SIPP

I was confused about my original pension investments. The discussions I was having with the insurance company who originally set up my plan didn't seem to be going anywhere. My Self Invested Personal Pension (SIPP) included the building where I ran my medical practice, however there didn't seem to be any reasoning behind this. Read More

Tidying up my pensions

I wanted to retire soon but my pensions were scattered all over the place. I realised I needed financial advice but I was reluctant to trust a stranger with my financial affairs. After years of running my own paintingand decorating business, I was looking forward to retirement. Read More

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Kelsall Steele Investment Services
Woodlands Court
Truro Business Park
Truro
Cornwall
TR4 9NH

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows; The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123. Visit financial-ombudsman.org.uk for further information.

Kelsall Steele Investment Services Ltd Registered in England and Wales No. 3393709 Registered Address: Woodlands Court, Truro Business Park, Truro, Cornwall TR4 9NH. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 185507. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.