About Us
Kelvin Financial Planning was founded in 2011 by Michael and Chris, two experienced financial planners who saw a need for accessible and straightforward financial guidance in their hometown of Glasgow. We are dedicated to empowering our clients to take control of their finances and achieve their financial goals.
Our Approach
We believe financial planning should be clear, transparent, and tailored to each individual's needs. Our process starts with a thorough review of your financial situation and a careful understanding of your goals and aspirations. We then work with you to develop a personalized plan that outlines specific steps to achieve your financial objectives.
Our Services
We offer a comprehensive range of financial planning services, including:
1. Pension Planning
- Optimize your pension contributions and scheme choices.
- Develop a withdrawal strategy for your retirement savings.
2. Savings & Investments
- Create a personalized investment portfolio that aligns with your risk tolerance and financial goals.
- Review and consolidate your existing investments.
3. Inheritance Tax & Estate Planning
- Ensure your estate is properly protected and your wealth is distributed according to your wishes.
- Develop a tailored plan to minimize inheritance tax liability.
4. Protection
- Obtain appropriate life cover, mortgage protection, and income protection to safeguard your financial security.
5. Financial Planning
- A comprehensive review of your entire financial life, including all the above services, to ensure a holistic and coordinated approach to your financial wellbeing.
Our Team
Michael and Chris have extensive experience in the financial planning industry and are passionate about providing personalized and actionable guidance to their clients. Their expertise and straightforward approach have earned Kelvin Financial Planning a reputation for excellence in the Glasgow area.
Contact Us
To discuss your financial planning needs and explore how we can help you achieve your financial goals, contact us today.
Overall Experience
Reviews suggest that clients have had a highly satisfactory experience with Kelvin FP, with a 5-star rating.
Key Strengths
- Impressive Technology: The firm's technology is a major strength, with a scenario-based illustrative tool that aids decision-making.
- Clear Communication: Kelvin FP's advisers are able to explain complex concepts in plain English, making it easy for clients to understand.
Client Satisfaction
Clients have been highly satisfied with the service they have received, with one reviewer stating that they have found the firm "very easy to deal with".
