Kelvin Financial Planning Ltd is a firm established in 2011 by Michael Jackson, Laura Finnie, Chris Malcolm and Graeme Leckie.
The firm was established with the goal of providing clients with high quality, professional, transparent and fairly priced financial services.
The establishment of the firm represented an opportunity to present our services to clients with a refreshing approach to financial services. We offer our clients of choice of services ranging from a holistic financial planning service, including wealth management and lifetime cashflow modelling to more transactional based services such as mortgage advice.
We recognise that individual clients have different needs at different stages of their lives. We aim to provide a menu of service options to cater for your circumstances.
We are proud to be described as a young and dynamic firm. Each of our Directors are Level 4 qualified with three currently working towards Level 6 standard. We are committed to building long term, lasting relationships with our clients and other professional partners.