Case
Studies

Capital for new venture
“I’m so pleased we’ve been able to secure a less costly and more tax efficient source of lending. Kelsall Steele Investment Services explored every option

Bank of Mum and Dad
“Although our son had a stable job and a decent income, my wife and I wanted to help him onto the first rung of the

Understanding my SIPP
“I’m delighted with the advice I received from Kelsall Steele Investment Services, especially around the technical aspects of my SIPP. They explored every option and

Tidying up my pensions
“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

Understanding our IHT Liability
“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,

Supporting our employees
“We thoroughly recommend Kelsall Steele Investment Services. Our adviser displayed in-depth knowledge and provides a stellar service. From the start they provided invaluable technical guidance