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Who we've helped
I was introduced to Chris by my local solicitor. During our meeting I explained how I had taken out an investment policy with my local bank several years ago. During that time I had received no on-going advice from the bank. Chris was able to inform me that the investment I had been advised to take out was inappropriate firstly because of my own tax position and also because they had invested some of my money into inappropriate funds. As a result Chris was able to liaise to the Bank on my behalf and I have received almost £20,000 in compensation. He is also in the process of recovering overpaid tax on my behalf from HMRC. I would have no hesitation in recommending Chris to my family or friends.
My adviser at Kelvin Financial Planning assisted me with an inheritance I received from a relative. I had an inheritance tax problem of my own and was keen to ensure that this was addressed and that the money I received was managed appropriately. I had previously approached my local bank for assistance, however it was unclear what costs were involved and what the level of ongoing service would be. I am now content with the plan we have put together and am confident that my adviser is working on my behalf.
My adviser at Kelvin Financial Planning provided me with assistance with my pension options and I am now confident that I am on track for retirement. The costs and options were clearly explained and I selected the option that was most appropriate for me. It is reassuring to understand what I am paying for and the level of service I expect to receive in future.
Author Archives: chris
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
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
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
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
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
