Kellands (Hale) Limited is an independent financial adviser and wealth manager, providing financial planning and investment advice to individuals and businesses in Cheshire, Greater Manchester, and across the UK. The firm is self-described as a Chartered Financial Planning practice, signifying its commitment to professional standards.

Kellands Chartered Financial Planners

Kellands (Hale) Limited

Kellands Chartered Financial Planners | 391 followers on LinkedIn. Chartered Financial Planners and Wealth Managers, offering quality financial advice to both individuals and businesses.  | We are a Chartered Financial Planning practice, which demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. It also helps to differentiate us from our competitors and peers. As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services.

Chartered Financial Planner at Kellands (Hale) Ltd

Loretta Mooney

Financial Planner at Kellands (Hale) Limited

David Wightman

Ken McNab

Whole of Market Mortgage Expert at Kellands (Hale) Chartered Financial Planners

Eddy C.

The Pension Tracing Service estimates there is around £20 billion sitting in lost or forgotten pensions. Learn how to track down your pots and why it matters. #pensionpot #retirementplanning #pension #financialplanning #wealthmanagement

Request your copy of Moneyfacts taxfacts here - https://shorturl.at/xpsCe The comprehensive guide has been updated following the Autumn Statement. Summarising all the UK's #Tax allowances and thresholds into one digital document. Sponsored by Kellands Chartered Financial Planners

Moneyfacts Group plc

Your Autumn Budget update – the key news from the chancellor’s statement The chancellor has delivered the Labour government’s first Autumn Budget. Here is a useful summary of the key measures Rachel Reeves announced in her statement. #autumnbudget #tax #budget #financialplanning

Retirement on your terms is likely to be one of the key elements of your financial plan. Our latest guide looks at the importance of a retirement plan and the different ways you can generate an income, to ensure you have a comfortable and enjoyable retirement. #financialplanning #retirementplanning #wealthmanagement #retirementincome

Dying intestate means passing away without a valid will in place. Find out 3 financial implications of intestacy plus helpful tips for beneficiaries in our latest article.

Kellands Chartered Financial Planners are delighted to be hosting this informative event in association with Altrincham & Sale Chamber of Commerce . It is sure to be an interesting review of one of the most significant budgets in recent times. Register your interest to attend this event by contacting hale.marketing@kelland.co.uk . Please be advised that places are limited and allocated on a first come, first served basis.

Do you think about your financial health as much as your physical wellbeing? While it might seem odd to compare health and money, both of these factors have a significant impact on our quality of life. Here are our top tips for levelling up your financial health as you approach retirement. #retirementplanning #financialhealth #financialplanning #financialwellbeing

We are always delighted to receive positive feedback from our clients and professional connections. Here are just a few examples of the testimonials we have received recently ⬇️

Despite data and news supporting rate cuts in Europe, market sentiment continues to be driven by a focus on the US. Steven Bell, Chief Economist EMEA Columbia Threadneedle Investments EMEA APAC discusses this and more in his latest video update. You can watch it here ⬇️

Are you planning to downsize your home in order to release wealth and pay for your retirement? Read our latest article to discover the 6 pros and cons of relying on a home sale when you retire. #retirement #estateplanning #financialplanning #property

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Kellands (Hale) Limited

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