Alan Rushton

Alan Rushton Email and Phone Number

Financial Planner at Kellands (Hale) Limited @
Alan Rushton's Location
Hale, England, United Kingdom, United Kingdom
About Alan Rushton

At Kellands we offer a complete range of Investment and Financial planning services to our clients. www.kelland-hale.co.ukAn experienced and professional Independent Financial Adviser with over 24 years experience in the industry. Previous to joining Kellands in 2002, I worked for two national Life and Pension companies.

Alan Rushton's Current Company Details
Kellands (Hale) Limited

Kellands (Hale) Limited

Financial Planner at Kellands (Hale) Limited
Alan Rushton Work Experience Details
  • Kellands (Hale) Limited
    Financial Planner
    Kellands (Hale) Limited 2002 - Present
    Hale, Cheshire
    Kellands (Hale) Limited offers a complete range of financial planning services, based in Hale, Cheshire we have been awarded corporate Chartered Financial Planner status by the Chartered Insurance Institute. We create investment portfolios and tax planning solutions for clients both in Cheshire and across the UK. Our primary focus is to help clients meet their financial goals and therefore the life goals to which they aspire.As a firm we believe in working with other professional firms such as Accountants and Solicitors, as the combination of specialist skills leads to a more accurate and compliant approach to clients needs. I joined Kelland's in 2002 and offer a complete financial service to my clients covering the full range of pensions and investments. I also support SMEs with their corporate pension arrangements and advise individual clients on planning options as they reach retirement.Kelland's Key Services;• Independent financial planning and investment advice • Lump sum investment and tax planning• Inheritance tax mitigation • Retirement Planning• Corporate advice and employee benefits

Alan Rushton Skills

Retirement Planning Wealth Management Inheritance Tax Planning Pensions Strategic Financial Planning

Alan Rushton Education Details

  • North Manchester High School For Boys
    North Manchester High School For Boys

Frequently Asked Questions about Alan Rushton

What company does Alan Rushton work for?

Alan Rushton works for Kellands (Hale) Limited

What is Alan Rushton's role at the current company?

Alan Rushton's current role is Financial Planner at Kellands (Hale) Limited.

What schools did Alan Rushton attend?

Alan Rushton attended North Manchester High School For Boys.

What skills is Alan Rushton known for?

Alan Rushton has skills like Retirement Planning, Wealth Management, Inheritance Tax Planning, Pensions, Strategic Financial Planning.

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