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Kelly Financial Management
       
 
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Additional information
 
Kelly Financial Management
 
 
Overview: 

KFM were established in 1993 to provide comprehensive Financial Planning consultancy advice and wealth management services to private clients.

We also specialise in employee benefit consultancy services for corporate clients and Expert Witness services for the legal profession.

Our clients are serious about planning for their future needs; they also appreciate the caring attitude and the ongoing service and personal attention we provide.

Run by one of the most experienced and well-qualified Certified Financial Planners (CFP) in the UK, you can be sure that your needs will be met by tailor-made solutions using the latest bespoke Financial Planning software available.

Our typical clients fall into the following categories:

* Business owners/entrepreneurs

* Partners in the professions

* Senior Medical professionals

* Senior Managers in industry and commerce

* Directors/Chair of PLCs

* Pre-retired individuals

* Retired people


 
 
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