For truly independent financial advice

Call us on 01548 830111
or email us at


Kelly Financial Management

The Barnhay
Ludbrook Manor
Ermington
Devon
PL21 0LJ

T: 01548 830111

F: 01548 830584

Windfall!!

That sudden windfall can cause a rush of blood to the head and before you know it the money has been blown! Take a step back and consider your options.

You could now for when you really need it. But consult your Financial Adviser who will help you assess the of your options and guide you through the complexities of to a more secure future.

If you are choosing to you may also wish to revisit your will to make sure this change of circumstances is reflected accurately.

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

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Kelly Financial Management is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 164912