David Wightman Email & Phone Number

At Kellands we offer a complete range of Investment and Financial planning services to our clients. www.kelland-hale.co.uk.An experienced and professional Financial Planner with over 17 years experience in the industry. Applies an analytical approach to client needs and acts with high levels of honesty and integrity to create bespoke client solutions. Specialising in advising personal and corporate clients on a broad range of tax planning and investment strategies.The Kellands team and I all have extensive knowledge of the industry and market. We deal with a myriad of interesting clients and situations ranging from major banks, small to medium sized companies and high net worth clients. A recognised and respected strength in building long term client relationships and understanding the need for client loyalty achieved through a logical approach to financial planning and an entrepreneurial outlook to business.Kellands (Hale) Ltd are very much a Cheshire IFA, whilst being part of the long established and well respected Kellands group of Financial Advisers who operate nationally. We are independent in every aspect of our service and so can advise our clients on the full range of financial, investment and insurance products and services available from the whole marketplace. Kellands (Hale) Ltd have extensive links with leading experts and professionals around the UK supporting a two way added value relationship with the firm. These connections include; Accountants, Solicitors, Consulting Actuaries, Investment and Fund Managers and Lending Institutions. From the simplest to the most complicated case, we have a highly qualified and experienced team of talented Financial Advisers who work closely to create the optimum financial solution

Listed skills include Pensions, Wealth Management, Inheritance Tax Planning, and Corporate Advice And Employee Benefits.

• Financial Planner

  Kellands (Hale) Ltd

  2001 - Present - Hale

  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 Kellands in 2001 having spent several years working for three national Life and Pension companies. My time is split between giving advice on investments and savings and assisting individuals with their pension provision. This involves me in significant work with small and medium size companies. I am currently advising a number of corporate clients on pension Auto Enrolment strategy. Kellands key services;• Independent financial planning and investment advice• Lump sum investment and tax planning• Inheritance tax mitigation• Retirement Planning• Corporate advice and employee benefits

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  University Of London

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