PRIVATE CLIENTS
Private Clients
We believe that there are no standard solutions to meet your financial planning or investment management needs, as no two people have identical financial situations. That’s why 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.
Investment Planning
Inheritance Tax Mitigation
Pensions and Retirement Planning
Life Assurance and Protection
Tax and Trust Planning
Critical Illness
Financial Planning
Income Protection
High Net Worth Services
The value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation and trust advice.
Working With Private Clients
Our role as your financial planner is to help you to understand your current circumstances and plan for the future, mindful of what matters most in your life and anything that might influence or change your plans along the way. Regular reviews of your investments will keep you on track and in control of your finances.
We work alongside other trusted professionals, either your existing advisers or our expert team, to deliver a complete wealth management service – not conflicting opinions. This will ensure all aspects of your affairs are looked after by a trusted team, with your interests at the heart.
Case Studies
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 painting and decorating business, I was looking forward to retirement.
Understanding our IHT Liability
We wanted to get our finances in order so we would have peace of mind about the security of our future, for both ourselves and our children. Once we reached our early eighties we became anxious about potentially leaving our children with a large inheritance tax bill.
Working with Kelsall Steele Investment Services
The first stage in working with Kelsall Steele Investment Services is a discovery meeting, where we define your goals, objectives and attitude towards risk.