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.
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.
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.
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.