Business Details
40 Years
experience
Expert Financial Advisers in Bristol
Kellands (Bristol) (Bristol) has been providing independent financial advice in Bristol and the South-West for over 30 years. Originally based in the city centre, we relocated to purpose-built offices in Portishead in 2005, offering clients ease of access and onsite parking. As independent financial advisers (IFAs), we deliver tailored financial solutions to individuals and businesses, prioritising integrity, professionalism, and long-term client relationships.Our holistic approach focuses on understanding clients' unique circumstances to create bespoke strategies, ensuring unbiased advice through a whole-of-market product range. With a commitment to excellence, we continually enhance our service to meet evolving financial needs.
Services
Financial Planning
Investment Advice
Pension Advice
Inheritance Tax Planning
Mortgages
Life Assurance
Employee Benefits
Corporate Services
Details
- Year established: 1986
Highlights and features
- We offer over 30 years of experience in independent financial advice.
- Our holistic approach tailors solutions to your unique circumstances.
- We provide whole-of-market product access for unbiased recommendations.
- Client-centric care with a focus on long-term financial security.
- FCA regulated for ethical standards and professional accountability.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional professionalism
Clear explanations
Personalised advice
Proactive communication
Ethical investment focus
Services
Financial Planning
Our financial planning service creates tailored strategies to meet your long-term goals, combining investment management, tax efficiency, and risk mitigation. We assess your unique circumstances, aspirations, and financial status to develop adaptable plans. Clients benefit from ongoing reviews and adjustments to ensure alignment with evolving personal and market conditions.
Investment Advice
We offer expert guidance on diversified investment portfolios, balancing growth potential with risk management. Our advisers analyse market trends and client risk profiles to recommend suitable assets. Regular performance reviews ensure optimal returns while maintaining ethical and financial objectives.
Pension Advice
Specialising in pension consolidation, tax-efficient withdrawals, and retirement income strategies, we help clients maximise their financial security. We explain complex options clearly, ensuring informed decisions about annuities, drawdowns, or lump sums.
Inheritance Tax Planning
Our tax-efficient strategies minimise inheritance tax liabilities through trusts, gifting, and charitable donations. We collaborate with legal professionals to ensure compliance while preserving wealth for future generations.
Employee Benefits
We design comprehensive employee benefit packages, including pensions, life assurance, and share schemes. Our services help businesses attract talent while ensuring cost-effectiveness and regulatory compliance for employers.
People
Mason Harrison
Financial Adviser
Mason Harrison provides tailored financial advice with a focus on retirement planning and ethical investments. He combines technical expertise with clear communication to help clients achieve long-term security.
Will Champion-Pritchett
Financial Adviser
Will Champion-Pritchett specialises in pension consolidation and tax-efficient strategies. Known for his proactive approach, he ensures clients receive timely, personalised guidance aligned with their financial goals.
Aaron Pitt
Financial Adviser
Aaron Pitt offers expertise in investment management and estate planning. His client-focused style and thorough explanations help individuals and businesses navigate complex financial decisions.
Philip Chapman
Financial Adviser
Philip Chapman has over 25 years of experience in ethical investing and retirement planning. He prioritises long-term client relationships and delivers strategies that balance growth with security.
Rebeca Barrett
Financial Adviser
Rebeca Barrett specialises in inheritance tax planning and investment management. Her empathetic approach and market knowledge ensure clients receive practical, future-focused advice.
Questions
What services does Kellands (Bristol) (Bristol) (Bristol) offer?
We provide financial planning, investment advice, pension management, inheritance tax planning, mortgages, life assurance, and corporate employee benefits.
How does Kellands (Bristol) (Bristol) differ from other financial advisers?
We combine 30+ years of experience with a holistic, client-centric approach and whole-of-market product access for unbiased solutions.
How can I schedule a consultation?
Contact us via phone or email to arrange an initial consultation at our Portishead office or remotely.
Do you offer ethical investment options?
Yes, we specialise in ethical investment strategies aligned with clients' values and financial goals.
Are your fees transparent?
We provide clear, upfront fee structures with no hidden costs, detailed during your initial consultation.
How are investments monitored?
We conduct regular reviews and adjust portfolios to ensure alignment with your objectives and market conditions.
