Free Financial Planning Surgery – Financial Planning Week – 08-12th May, 2017

Free Financial Planning Surgeries – Financial Planning Week – 08-12th May, 2017 Kelvin Financial planning are hosting free financial planning drop in sessions in support of Financial Planning Week 2017. The sessions are available either in person, or via Skype. These introductory … Continue reading

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Client Site – New Security Process

Following a review of security, our client site provider has recommended a change to the log in procedure. We have been assured that there have been no breaches to security and these changes are recommended as a pro active approach … Continue reading

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What is Financial Planning?

In the week following ‘Financial Planning Week’, the Institute of Financial Planning has published a very helpful article to answer the above question. “Financial Planning is an ongoing process to help you make sensible decisions about money that can help … Continue reading

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Financial Planning Week, 23-29 November 2014.

We are very pleased to support Financial Planning Week this year which runs between 23-29 November 2014. During this week, members of the public are invited to take advantage of a free financial planning session at our office in Glasgow. … Continue reading

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Changes in Pension Regulation

Please click here to view the latest changes in Pension Regulation.

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Budget 2013

Please find attached ( Budget 2013 ) our summary of the key tax data in George Osborne’s Budget of 20 March. Many of the announcements were anticipated – however, the Chancellor did manage to produce a number of surprises, despite the economic constraints. … Continue reading

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Where’s my ‘adviser’ ?

As some of you may be aware, there are some changes on the way for Financial Advisers.  January 1st 2013 marks the introduction of the FSA’s Retail Distribution Review (RDR). At Kelvin Financial Planning we are ready for RDR but we feel it is … Continue reading

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Welcome to our blog

Welcome to the opening blog on our new company website! It is our intention to provide our readers with relevant updates and information relating to financial planning and other company updates. Please tune in from time to time to hear … Continue reading

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