Business Details
33 Years
experience
Your Trusted Financial Advisers in London
Established in 1993, Kelly Financial Management (KFM) is a family-run financial planning firm with offices in Devon and London, serving clients across the United Kingdom. Our team comprises 100% Certified Financial Planners (CFP), adhering to the global standard of excellence in financial advice. Over three decades, we have engineered comprehensive strategies to help clients achieve personal and financial goals, ensuring long-term security for families. Our services span retirement planning, investment management, estate planning, and financial protection, tailored to individual needs. We prioritise transparency, communication, and ethical practices, combining Eamonn Kellys technical expertise with the innovative digital solutions of his sons, Ronan and Liam.Our administration team ensures seamless operations, maintaining the high standards of service our clients expect. Recognised for our proactive approach, we regularly engage clients through reviews and updates, adapting to evolving financial landscapes. Authorised and regulated by the Financial Conduct Authority, we uphold rigorous professional standards. With a legacy of trust and a forward-looking mindset, KFM remains committed to empowering clients to make confident financial decisions.
Services
Retirement Planning
Investment Planning
Estate Planning
Financial Protection
Enterprise Services
Details
- Year established: 1993
Highlights and features
- We are a family-run firm with 30 years of experience in financial planning.
- 100% of our financial planners hold Certified Financial Planner (CFP) status.
- We offer bespoke solutions tailored to individual financial goals.
- Our proactive communication ensures ongoing support and adaptability.
- Regulated by the Financial Conduct Authority for professional excellence.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional pension performance
Proactive communication
Personalized service
Long-term support
Regular reviews
Services
Retirement Planning
We help clients build a Retirement Freedom Fund through strategic pension planning. Our approach addresses uncertainty by creating adaptable plans tailored to individual lifestyles and future goals. By analysing current financial status and long-term aspirations, we ensure clients can retire with confidence, optimising tax efficiency and income streams.
Investment Planning
Our investment planning services create robust, tax-efficient portfolios aligned with risk tolerance and financial objectives. We focus on diversification and long-term growth, regularly reviewing strategies to adapt to market changes. This ensures clients stay on course to meet milestones while minimising volatility and maximising returns.
Estate Planning
Estate planning ensures your wealth benefits loved ones efficiently. We design strategies to minimise inheritance tax, establish trusts, and streamline asset distribution. Our goal is to protect your legacy while simplifying the process for beneficiaries, ensuring compliance with legal requirements and personal wishes.
Financial Protection
We provide financial protection strategies to safeguard loved ones against unforeseen events. This includes life assurance, income protection, and critical illness cover. Our tailored policies ensure families maintain financial stability during challenging times, offering peace of mind through comprehensive risk management.
Enterprise Services
We design employee benefits packages, including pensions, life assurance, and private healthcare. By understanding company culture and objectives, we create solutions that enhance staff retention and well-being. Our services also cater to directors' wealth management needs, aligning corporate and personal financial goals.
People
Eamonn Kelly
Founder & Director
Eamonn founded KFM in 1993, bringing extensive technical expertise to financial planning. His leadership combines traditional values with innovation, ensuring high standards of client care and ethical practice across three decades of service.
Siobhan Kelly
Director
Siobhan plays a pivotal role in KFMs operations, supporting strategic growth and client relations. Her commitment to excellence and family-driven ethos strengthens the firms reputation for trustworthy, personalised financial advice.
Ronan Kelly
Financial Planner
Ronan integrates modern financial technology solutions into KFMs services. As a Certified Financial Planner, he focuses on innovative strategies to enhance client portfolios and adapt to evolving digital demands in financial management.
Liam Kelly
Financial Planner
Liam contributes fresh perspectives to KFMs advisory services, specialising in digital tools for financial planning. His expertise ensures clients benefit from cutting-edge solutions while maintaining the firms commitment to personalised service.
Questions
What services does Kelly Financial Management offer?
We specialise in retirement planning, investment management, estate planning, financial protection, and enterprise services tailored to individual and corporate needs.
Are your financial planners certified?
Yes, 100% of our financial planners hold Certified Financial Planner (CFP) status, the global standard in financial planning.
How do you tailor financial plans to individual needs?
We use a six-step process to understand your unique circumstances, creating bespoke strategies aligned with your personal and financial goals.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous professional standards.
