Kelsall Steele

About Us

Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than twenty five years ago to deliver comprehensive financial planning and investment advice. 

Today, we are responsible for the oversight and management of more than £200 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.

About IWP

IWP is a group of independent businesses under the leadership of local management teams. All IWP firms share infrastructure, work to common standards and common values.

While we were looking to secure the future of our business for both our clients and staff we explored a number of options. We decided on IWP because of their ethos of care, integrity and collaboration. They like us put the client at the centre of everything.

IWP allows firms to focus on providing an excellent service to clients, while accessing the resources and support to grow as part of a larger group.

IWP creates a valuable opportunity for a small number of the UK’s best IFA practices to come together and achieve substantial economies of scale while remaining free to run their business their way. Our firms are supported by a central team who provide the resources to help their business grow. This is a unique and powerful opportunity, backed by some of the most experienced and respected people in the industry.