At Kelvin Financial Planning, we do exactly what it says on the tin.

High-quality, good value financial advice delivered in a friendly and straightforward way.

In a nutshell

We know you’re probably very busy and just want to cut to the chase. So here it is.

In a nutshell, we’re a Glasgow-based financial planning firm that can help you take control of your finances, through fair, clear, pragmatic advice. We'll enable you to use your hard-earned wealth to enjoy a life free from financial worry.

Our services

Pension planning

It’s never too early or late to seek advice on your pension, so whether you need help on planning, building your funds or withdrawing your pension, we can help.

Savings and investments

With so many options out there, knowing where to invest your money is challenging. We’ll work with you to plan and build a plan that puts you in control of your future.

Inheritance tax and estate planning

The rules around estate planning are notoriously complex, but we can guide you through them to find a solution that maximises the amount you’ll be able to pass onto your loved ones. Life can throw curveballs - we’ll help you identify the risks that can knock you off course and help you reduce any impact on your family, lifestyle and finances.

Protection

We provide advice on life cover, mortgage protection, and income protection so that if the worst happens, you and your family have a safety net to fall back on.

Learn more about our services

Financial planning

While we provide advice on all of the above as individual services, they are all interdependent. Our work starts with providing a thorough financial planning service, which wraps all of these services together in a comprehensive appraisal and planning process.

With financial planning, we establish a clear picture of your current situation, discuss your goals and a timeline for achieving them, and provide a range of recommendations for making them happen.

About us

Kelvin Financial Planning Ltd was established in 2011. Our founding directors worked together at a firm of Independent Financial Advisers. However, that firm gave up their independent status, prompting Michael and Chris to start KFP so that their clients could continue to benefit from truly independent financial advice.

The name Kelvin is a nod to the influence both Glasgow and Belfast have had on our formation and approach. Michael came from Belfast but has made Glasgow his home, and Glasgow is where the two started working together. Both cities are no-nonsense, straight talking places and Michael and Chris both share these qualities.

Financial planning is based on trust, and our clients trust us because they know that we don’t mess around boosting their egos or telling them what they want to hear. Our advice is given with the sole intention of helping them achieve their financial goals.

Find out more about our team

What our clients think

Here’s what our clients say about working with us.

We know that we can enjoy our retirement with no financial worries.

Chris is extremely patient at leading my husband and myself through the financial maze of investment planning, takes time to explain things to us without jargon, and is always at the end of the phone to answer any queries or questions that we have… We have complete faith in Chris and know that he will do his very best for us so that we can enjoy our retirement with no financial worries.

Elise, Lanarkshire

No question is considered irrelevant.

Michael is very thorough. He speaks clearly for the layman. No question is considered irrelevant. He is very keen that you walk away from a meeting feeling that you understand the content and outcome. He has given us the confidence that we have a trajectory to our early semi-retirements and that we can continue to enjoy life in the interim period knowing that we will be financially comfortable.

Darren, Lanarkshire

First step to getting a sense that my financial affairs were under control.

After my first meeting with Chris, I felt that I had made the first step to getting a sense that my financial affairs were under control. Chris basically started to make sense of it all.. I think it would be easy for financial advisors to baffle clients with financial jargon that makes no sense to the average person. However, Chris has taken the time to explain everything to us in easy-to-understand language.

Richard, Lanarkshire

To discuss how we can help you, please get in touch.