0177 293 7181
Based in Preston
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status
Last checked: 14 November 2024
Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status
3
Recent Client Reviews
Kelly has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kelly has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Kelly has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Kelly has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kelly has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kelly has provided information on their typical fees
Kelly has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Kelly
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 23 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status
Last checked: 14 November 2024
Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status
3
Recent Client Reviews
Kelly has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kelly has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Kelly has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Kelly has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kelly has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kelly has provided information on their typical fees
Kelly has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Kelly
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 23 first impressions)
As an Independent financial adviser with the Perspective Financial Group, I’m part of a wider mission to help as many people as possible get the most from their finances. So to make it easier for you to speak to an expert, I offer face to face, Teams and telephone appointments. You are able to have a review with me in our office located on the Docks in Preston or from the comfort of your own home. I have been a financial adviser for over 18 years with with Skipton Building Society, Barclays Bank, NatWest and Lloyds. My specialist areas are retirement planning, investment planning, estate planning and inheritance tax planning. I have both practical experience and technical qualifications. I enjoy getting to know customers and helping to make a difference to both theirs and their families’ financial arrangements and futures. I find building relationships and gaining a full understanding of customers’ current goals is the best way to fully understand a customer’s needs and makes the experience personal to them. I hope to develop these relationships over the long-term and will always be there to help both themselves and their families.
Offers available through VouchedFor
Contact Kelly through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kelly's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Authorised and regulated by the FCA. I only advise clients based in the UK. I do not have permissions to provide advice to UK expats.