Kelly Financial Management

Who we are

Kelly Financial Management is a family-run financial planning firm established in 1993 and celebrating its 30th anniversary in 2023. We provide holistic financial advice to individuals and businesses throughout the United Kingdom. With a team of experienced and qualified financial planners, we are committed to empower clients to make informed financial decisions and achieve their personal and financial goals.

Personal Finance

• Financial planning and wealth management
• Financial protection through insurance and risk management
• Pension and retirement planning
• Investment planning and portfolio management
• Estate planning and inheritance

Corporate Services

• Comprehensive employee benefits package design and implementation
• Pension provision review and improvement
• Income protection and term assurance solutions
• Private healthcare and dental coverage for employees
• Wellbeing programs and financial education initiatives

Our Approach

We understand that every client is unique, with different financial goals and circumstances. We take a personalized approach to understand your individual needs and aspirations before creating a tailored financial plan that aligns with your unique situation and aspirations.

Our Values

• Client-centeredness: We prioritize understanding your needs and goals to deliver solutions that are tailored to you.
• Transparency: We maintain open and honest communication, explaining our processes and recommendations clearly.
• Expertise: Our team of experienced professionals stays updated on industry trends and regulations to provide sound financial advice.
• Integrity: We uphold the highest ethical standards and act in your best interests.

Why choose Kelly Financial Management?

Our experienced team, proven track record, and client-centric approach have earned us a distinguished reputation in the UK. We are committed to providing:

• Bespoke financial solutions tailored to your individual needs
• Proactive communication and regular review meetings
• Access to experienced and qualified financial advisors
• Transparent and ethical financial planning practices

Contact us today

We would love to hear from you and discuss how we can help you achieve your financial goals. Please contact us to schedule a consultation and learn more about our services.