Kellands

At Kellands (Bristol) Limited, we are a well-established firm that has been providing independent financial advice in Bristol and the South-West for over 30 years. Originally located in the city centre, we moved to purpose-built offices in Portishead in 2005, where our advisers, staff, and clients benefit from ease of access by motorway and private onsite parking.

As independent financial advisers (IFAs), our aim is to provide ongoing financial solutions to new and existing clients, both individuals and businesses, who are seeking the best quality financial advice. Being independent means that we can advise you on the whole range of financial and insurance products available in the market. We are not restricted in choice.

Our Values

What differentiates Kellands Bristol from our competitors is the care and attention we offer throughout our business relationship with our clients. Understanding your lifestyle requirements, aspirations, and objectives is the key starting point in our financial planning process. The foundation for our success and longevity in the industry is that we treat all our clients the same way with integrity and the utmost professionalism.

Our Approach

We continually strive to improve our service and provide the highest level of care and attention to your financial needs. We understand that choosing an independent financial adviser is a significant decision, and we believe that it is essential to establish a long-term relationship built on trust, honesty, and transparency.

Our Services

We offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our team of experienced financial planners and advisers work closely with clients to understand their unique financial requirements and provide tailored solutions.

For You

We can help you navigate the complexities of personal finance, providing expert advice on investment planning, tax and estate planning, pre- and post-retirement planning, life assurance, and protection planning. Our expert team will help you make informed decisions about your financial future.

For Your Business

We understand the importance of financial planning for businesses, providing expert advice on financial planning, key person assurance, shareholder protection, employee benefits, tax and estate planning, auto-enrolment pensions, and retirement planning for your business.

Meet the Team

Our team is made up of experienced professionals who are dedicated to providing excellent service and expert advice. Meet our executive chairman, Steve Kelland, marketing/PR director, Carole-Ann Rowley, financial controller, Lynne Sampson, general manager/financial planner, Kenton Price, and office manager, Helen Bishop.

Get in Touch

If you are seeking quality financial advice and would like to speak to one of our experienced financial planners, please do not hesitate to contact us. We look forward to working with you to achieve your financial goals.