Business Details
Expert Financial Advisers in Bristol
Kellands (Bristol) (Bristol) has been delivering independent financial advice since 1993, combining decades of industry expertise with a client-centric approach. Our team of qualified professionals specialises in holistic financial planning, offering tailored solutions for individuals and businesses across Bristol, the South-West, and the UK. As an FCA-regulated firm, we prioritise transparency, ethical practices, and long-term client relationships. Our whole-of-market methodology ensures access to a comprehensive range of financial products, enabling us to provide unbiased recommendations aligned with clients' unique goals.With purpose-built offices in Portishead since 2005, we combine accessibility with modern facilities to enhance client convenience. Our commitment to excellence is evidenced by consistent client retention and referrals, reflecting our dedication to financial expertise, clear communication, and ongoing support through life's changing circumstances.
Services
Mortgage Planning
Socially Responsible Investments
Key Person Assurance
Shareholder Protection
Employee Benefits
Auto-Enrolment Pensions
Retirement Planning
Investment Advice
Inheritance Tax Planning
Pension Transfers
Highlights and features
- We offer 30+ years' experience in independent financial advice.
- Our whole-of-market approach ensures unbiased product recommendations.
- Personalised financial strategies tailored to individual circumstances.
- FCA-regulated firm maintaining strict professional standards.
- Proven track record of client satisfaction and referrals.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional financial guidance
Personalised approach
Clear communication
Proven expertise
Trustworthy advisors
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies for long-term wealth growth and security. We analyse individual circumstances to develop customised investment portfolios, retirement plans, and tax-efficient solutions. With regular reviews and market updates, we ensure your financial strategy evolves alongside changing life goals and economic conditions.
Pension Advice
We specialise in creating bespoke pension strategies that maximise retirement income while minimising tax liabilities. Our experts guide clients through pension consolidation, drawdown options, and tax-efficient withdrawals. We ensure compliance with regulatory requirements while maintaining flexibility for changing personal circumstances and market conditions.
Investment Management
Our investment management service offers diversified portfolio solutions aligned with individual risk profiles and financial goals. We provide ongoing monitoring, rebalancing, and performance reporting to optimise returns. Clients benefit from access to a wide range of investment vehicles and market expertise across different asset classes.
Inheritance Tax Planning
We develop strategic inheritance tax solutions to preserve wealth for future generations. Our approach combines tax-efficient investments, trust structures, and gifting strategies while maintaining liquidity for current needs. Regular reviews ensure plans remain effective against changing legislation and personal circumstances.
Business Financial Advice
Our business financial services cover key person protection, shareholder agreements, and employee benefit schemes. We help companies implement tax-efficient remuneration strategies and succession planning. Our solutions support business continuity and long-term financial stability for employers and employees.
People
Mason Harrison
Financial Adviser
Experienced financial adviser with over 15 years' experience in retirement planning and investment management. Specialises in creating tailored financial strategies for high-net-worth individuals while maintaining a client-focused approach to wealth preservation.
Will Champion-Pritchett
Senior Financial Adviser
Senior adviser with expertise in pension transfers and tax-efficient planning. Holds multiple industry qualifications and specialises in complex financial arrangements for business owners. Recognised for exceptional client communication and problem-solving capabilities.
Aaron Pitt
Wealth Manager
Chartered wealth manager with specialist knowledge in ethical investments and intergenerational wealth transfer. Provides strategic financial solutions for families and entrepreneurs, combining technical expertise with accessible client education.
Philip Chapman
Ethical Investment Specialist
Pioneer in ethical investment strategies with over 25 years' experience. Specialises in aligning financial objectives with personal values while maintaining competitive returns. Advises on sustainable investment options across multiple sectors.
David Lovelock
Senior Wealth Consultant
Senior consultant focusing on estate planning and tax mitigation strategies. Expert in navigating complex inheritance tax regulations and creating bespoke wealth preservation solutions for affluent clients.
Questions
What financial services does Kellands (Bristol) (Bristol) (Bristol) offer?
We provide mortgage planning, pension advice, investment management, inheritance tax planning, and business financial solutions.
Are Kellands (Bristol) (Bristol) regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA).
How does Kellands (Bristol) (Bristol) ensure unbiased financial advice?
Our whole-of-market approach allows access to all available products, ensuring impartial recommendations.
Can I access my investments online?
Yes, our user-friendly platform provides clear portfolio visibility and performance tracking.
What areas does Kellands (Bristol) (Bristol) serve?
We operate throughout Bristol, the South-West, and nationwide across the UK.
