PROFESSIONAL CLIENTS
Professional Clients
Kelsall Steele Investment Services offer an array of advisory solutions to private clients, corporate clients, trusts and charities. 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.
Group Pension Schemes
Private Medical Insurance
Corporate Pension Planning
Group Critical Illness
Death in Service
Key Person Insurance
Group Income Protection
Corporate Wrap Services
Enrolment Implem
Working With Professional Clients
Strategically partnering with exceptional members of the legal and accountancy professions allows us to deliver the tailored and comprehensive advice our clients need. Such arrangements are not only highly beneficial to our clients, they serve to strengthen our proposition and can increase opportunities on both sides.
In order to provide holistic financial advice to clients, we seek partnerships with professionals who share our principals and value an integrated approach. To explore further how we can support you and your clients.
To explore further how we can support you and your clients, please get in touch
Case Studies
Capital for new venture
I sold my business a couple of years before I met my Financial Planner at Kelsall Steele Investment Services. He created a financial plan to bring order and coordination to my affairs, so that I could focus on developing my new business venture.
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 is taken care of without negatively impacting our retirement goals.
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.