Kellands

Kellands N.I. Ltd has been committed to delivering a quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering them high standards of specialist advice.

We are now able to take that service to a new level and to enable us to achieve this we are now working with a leading investment management firm, Tilney to enable us to offer the Kellands N.I. Ltd Wealth Management MasterAccount.

It offers clients an exclusive level of service normally only available to financial institutions - nothing in the curent market place comes close to matching it. The service has been developed to meet the individual needs of many of our clients.

You should note that whatever level of risk you specify all investments carry some risk, the value may fall as well as increase and you may not always receive the full amount invested

An Integrated Asset Management service

Increasingly in a world of low inflation and low interest rates we need the expertise of specialist investment managers to ensure your money is utilised to its optimum capacity.

The investment management service is offered by Tilney - on of the country's largest and and longest established investment managers. Tilney employ some of the country's leading experts and financial consultants including fund managers and ecomomists. Your investments will be guided by their extensive research into asset allocation and stock selection process.

Tilney's investment experts have access to a wide range of investment classes some of which are not readily available in the general marketplace.

This is a discretionary service - which ensures our experts act quickly on your behalf to make timely responses to actual or anticipated events.

Please contact Robert or Jonathan for more information of how Kellands (N.I.) MasterAccount can help your financial planning.

Over the years most of us accrue a bewildering array of products within our financial portfolios - from tax efficient savings to pensions. These products invest in a range of different asset classes, like property, bonds and equities.

This can make it difficult to understand exactly where and how your money is invested, or whether these investments, put together make a coherent mix that suits your financial objectives.

Kellands N.I. Ltd MasterAccount is designed to tackle these issues.

MasterAccount could:

Make your financial position clearer - enabling you to find out the total value of your assets.
Help us make sure your portfolio continues to match your risk profile and financial objectives.
Give you access to a wider range of asset classes and some of the best investment expertise in the country.

Successful Financial Planning

Successful financial planning is a three step process. It is our role at Kellands (N.I.) Ltd to take clients through this process.

Where are you now?

First, we establish your current financial position, taking into account everything that is relevant.

Where do you want to be?

Secondly, we discuss with you your needs, aspirations and your attitude to risk, so that we can agree realistic short and long term financial objectives.

How are you going to get there?

Thirdly, we draw up and implement a plan designed to achieve these objectives which includes advice on how to maximise the tax efficiency of your investments. This takes into account all of your assets - which is where Kellands (N.I) Ltd MasterAccount is so revolutionary.

An investment Platform

The MasterAccount platform allows each of your assets to be consolidated and reported in one place. It takes into consideration everything from your home to your pensions and we can include all of your other investments.

We do not look at your position in isolation, but we can take into account the assets of other family members like your spouse and children.

By including everything we can make a much clearer assessment of your financial position and ensure your investment strategy

is tailored to meet your specific needs and circumstances.

Clients using The Kellands (N.I.) Ltd MasterAccount receive a printed report twice a year, not just listing the value of their assets but also including an illustrated analysis and summeries.

We will meet with you on a regular basis to discuss whether your financial circumstances have changed and consequently an alternative investment strategy should be applied.


	Kellands (N.I.) Ltd Wealth Management MasterAccount
		Kellands N.I. Ltd has been committed to delivering a quality customer service. We have built our business by establishing long term relationships with our personal and corporate clients, offering them high standards of specialist advice. We are now able to take that service to a new level and to enable us to achieve this we are now working with a leading investment management firm, Tilney to enable us to offer the Kellands N.I. Ltd Wealth Management MasterAccount. It offers clients an exclusive level of service normally only available to financial institutions - nothing in the curent market place comes close to matching it. The service has been developed to meet the individual needs of many of our clients. *You should note that whatever level of risk you specify all investments carry some risk, the value may fall as well as increase and you may not always receive the full amount invested* An Integrated Asset Management service Increasingly in a world of low inflation and low interest rates we need the expertise of specialist investment managers to ensure your money is utilised to its optimum capacity. The investment management service is offered by Tilney - on of the country's largest and and longest established investment managers. Tilney employ some of the country's leading experts and financial consultants including fund managers and ecomomists. Your investments will be guided by their extensive research into asset allocation and stock selection process. Tilney's investment experts have access to a wide range of investment classes some of which are not readily available in the general marketplace. This is a discretionary service - which ensures our experts act quickly on your behalf to make timely responses to actual or anticipated events. Please contact Robert or Jonathan for more information of how Kellands (N.I.) MasterAccount can help your financial planning. Over the years most of us accrue a bewildering array of products within our financial portfolios - from tax efficient savings to pensions. These products invest in a range of different asset classes, like property, bonds and equities. This can make it difficult to understand exactly where and how your money is invested, or whether these investments, put together make a coherent mix that suits your financial objectives. Kellands N.I. Ltd MasterAccount is designed to tackle these issues. MasterAccount could: Make your financial position clearer - enabling you to find out the total value of your assets. Help us make sure your portfolio continues to match your risk profile and financial objectives. Give you access to a wider range of asset classes and some of the best investment expertise in the country. Successful Financial Planning Successful financial planning is a three step process. It is our role at Kellands (N.I.) Ltd to take clients through this process. Where are you now? First, we establish your current financial position, taking into account everything that is relevant. Where do you want to be? Secondly, we discuss with you your needs, aspirations and your attitude to risk, so that we can agree realistic short and long term financial objectives. How are you going to get there? Thirdly, we draw up and implement a plan designed to achieve these objectives which includes advice on how to maximise the tax efficiency of your investments. This takes into account all of your assets - which is where Kellands (N.I) Ltd MasterAccount is so revolutionary. An investment Platform The MasterAccount platform allows each of your assets to be consolidated and reported in one place. It takes into consideration everything from your home to your pensions and we can include all of your other investments. We do not look at your position in isolation, but we can take into account the assets of other family members like your spouse and children. By including everything we can make a much clearer assessment of your financial position and ensure your investment strategy is tailored to meet your specific needs and circumstances. Clients using The Kellands (N.I.) Ltd MasterAccount receive a printed report twice a year, not just listing the value of their assets but also including an illustrated analysis and summeries. We will meet with you on a regular basis to discuss whether your financial circumstances have changed and consequently an alternative investment strategy should be applied.