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 and came up with a solution genuinely customised to our specific needs.” Truro, Corporate Client I sold my business a couple of years before I met my Financial Planner at […]

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 housing ladder. We needed advice on the best way to access funding to help him buy a flat in London. Thanks to the team at Kelsall Steele Investment Services, everything […]

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 came up with a solution genuinely customised to my specific needs. Thanks to Lucien and the team, I’m on track to refurbishing my medical practice after all of these years.” […]

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 value, which is a huge relief for me. It is refreshing to deal with a professional company that is focussed on me, not purely on making a sale. My adviser […]

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, professional advice, at all times whatever our circumstances may be. Their collaborative approach, which involved referring us to their sister company of Chartered Accountants, ensured all aspects were considered. They […]

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 and support, helping us to facilitate a pension and employee benefits scheme for our company, with ongoing support and reviews on a regular basis.” Truro, Corporate Client We needed to […]