KFM were established in 1993 to provide comprehensive Financial Planning consultancy advice and wealth management services to private clients. We also specialise in the provision of employee benefit consultancy services for corporate clients and Expert Witness service support for the legal profession. These days, for people of working age, good health is the normal state, and few people consider what would happen.
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. Kelly Financial Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 164912 http://www.fca.org.uk/register. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. Kelly Financial Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 164912 http://www.fca.org.uk/register. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Services
People don't plan to fail ~ they fail to plan.
Our job is to help our clients achieve financial success to open-up new options and to help fulfill their dreams.
Key to our philosophy is the completely impartial view we take in helping you achieve long-term financial security.
At KFM we adopt a comprehensive view to wealth management and develop bespoke solutions to fulfil our clients' objectives.
Before designing your wealth management pathway, our remuneration basis for the inital and ongoing services we provide are agreed up-front with potential Practice clients and is determined on a bespoke/individual basis.
Our job is to help our clients achieve financial success to open-up new options and to help fulfill their dreams.
Key to our philosophy is the completely impartial view we take in helping you achieve long-term financial security.
At KFM we adopt a comprehensive view to wealth management and develop bespoke solutions to fulfil our clients' objectives.
Before designing your wealth management pathway, our remuneration basis for the inital and ongoing services we provide are agreed up-front with potential Practice clients and is determined on a bespoke/individual basis.
We provide a range of financial advice, management and planning services to businesses and individuals.
Our services are designed to grow and protect your wealth in the most tax-efficient way possible.
Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.
Kelly Financial Management is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 164912 http://www.fca.org.uk/register.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Our services are designed to grow and protect your wealth in the most tax-efficient way possible.
Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.
Kelly Financial Management is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 164912 http://www.fca.org.uk/register.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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