Kelvin Financial Planning works on an independent, fee basis. Like you, we work for the benefit of our clients without conflict of interest or bias from any outside organisations.
We work closely with other advisers including legal and accountancy professionals.
We take pride in our professional relationships and aim to be an easy partner to work with. With this in mind we have excellent systems in place to share information in a timely manner.
We actively try to identify partner firms with whom we can work and were possible, should the need arise refer our clients to those firms we have a working relationship with.
If you are a professional firm working on a fee basis and wish to work with a proactive, client focused, financial planning firm we would be keen to meet with you.
In addition to our financial planning services we have specialist experience in the following areas:
- Financial Planning and Divorce
- Financial Planning for Business Owners
- Advising victims of Personal Injury claims
- Advice for Trustees
- Mortgage and Equity Release – including non-standard cases
- Wealth Management for Recipients of Executory cases
If you wish to discuss a specific case or the possibility of working together please contact us