Working

With Us

Working with Kelsall Steele Investment Services

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 review meetings will keep you on track and in control of your finances.

Discovery Meeting

Define your goals and attitude towards risk

Data Gathering

Gather data on your existing policies and arrangements

Analysis

Analyse and evaluate the different options available to you

Discovery Meeting

Define your goals and attitude towards risk

Data Gathering

Gather data on your existing policies and arrangements

Analysis

Analyse and evaluate the different options available to you

Recommendations

Present you with our
recommendations

Recommendations

Present you with our
recommendations

Implementation

Implement your financial plan and investment recommendations

Regular review

Monitor your plan at agreed time intervals and adjust as required

Implementation

Implement your financial plan and investment recommendations

Regular review

Monitor your plan at agreed time intervals and adjust as required

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 are not focussed purely on making a sale - they worked to find the best solution for me and allowed me to take my time to make decisions.
TruroPrivate Client
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 Kelsall Steele Chartered Accountants, their sister company, ensured all aspects were considered and took away any hassle or confusion.
TruroPrivate Client
We would thoroughly recommend Kelsall Steele Investment Services

Our adviser displayed in-depth knowledge and provided a stellar service. We had the confidence they could provide us with everything we needed. From the start they provided invaluable technical guidance and support, helping us to facilitate a pension and employee benefit scheme for our company, with ongoing support and in-depth reviews on a regular basis.
TruroCorporate Client
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