For truly independent financial advice

Call us on 01548 830111
or email us at

Kelly Financial Management
The Barnhay
Ludbrook Manor
PL21 0LJ

T: 01548 830111
F: 01548 830584


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 the provision of employee benefit consultancy services for corporate clients and Expert Witness service support 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 Chartered Financial Planners/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 clients fall into the following categories:

* business owners/entrepreneurs

* equity partners in the professions 

* senior medical professionals

* senior managers in industry and commerce

* company directors

* pre-retired individuals who receive inheritances/windfalls

* retired individuals

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Kelly Financial Management is authorised and regulated by the Financial Conduct Authority ( Financial Services Register No: 164912

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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