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Kelly Financial Management

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Welcome

We hope you will find this site clear and easy to use.

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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate National Savings, Cash ISAs, 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.

Kelly Financial Management is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register).

FSA Registration No: 164912

Neither Kelly Financial Management nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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