About

Kelly Financial Management

Here at Kelly Financial Management, we have built up a distinguished reputation throughout the UK since our founding, 29 years ago. KFM has recently become a family business with Eamonn and Siobhan’s two sons, Ronan and Liam joining the Firm.

With Eamonn’s vast technical experience in the Financial Planning profession, in tandem with Ronan and Liam’s new exciting financial and technological solutions, in what is now a digital age, KFM continue to service clients with the highest standards of professional excellence, ethics, and client care.

What’s more, our superb Administration Team help to keep the wheels at KFM turning and make up an essential part of the Practice.

the kelly team

How we work

By implementing a six-step process, Kelly Financial Management achieve a consistent and repeatable way of operating, which allow us to maintain our high standards of service. By working closely with you, we’ll get a full understanding of your situation to build an effective list of recommendations and engineer a Financial Plan that will help achieve both your Personal and Financial goals, objectives, and aspirations. To us, transparency and communication is key, so you know exactly what we’re doing to support you.

KFM in Action

“Over the past three years, not only has the performance of my pension been exceptional but KFM are proactively in regular contact, through phone calls and ongoing review meetings to see how my personal and financial circumstances are.

All in all, KFM have impressed every step of the way, and continue to do so.”

Oliver: Northamptonshire – Client Since 2018

Speak to a member of our team today

If you’re ready for the next stages of your journey with us, we’ll always make plenty of time to discuss how we can help. We’d love to hear from you.

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