John Kelly
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John Kelly Email & Phone Number

Financial Planner at Perspective Financial Group Ltd
Location: Uckfield, England, United Kingdom 6 work roles 2 schools
1 work email found @squareonefinancial.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@squareonefinancial.co.uk
LinkedIn Profile matched
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Current company
Perspective Financial Group Ltd
Role
Financial Planner
Location
Uckfield, England, United Kingdom
Company size
336 employees

Who is John Kelly? Overview

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Quick answer

John Kelly is listed as Financial Planner at Perspective Financial Group Ltd, a company with 336 employees, based in Uckfield, England, United Kingdom. AeroLeads shows a work email signal at squareonefinancial.co.uk and a matched LinkedIn profile for John Kelly.

John Kelly previously worked as Managing Partner at Square One Wealth Management and Managing Partner at Kellys, Chartered Accountants. John Kelly holds Ba, Economics from The University Of Manchester.

Company email context

Email format at Perspective Financial Group Ltd

This section adds company-level context without repeating John Kelly's masked contact details.

{first}.{last}@squareonefinancial.co.uk
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AeroLeads found 1 current-domain work email signal for John Kelly. Compare company email patterns before reaching out.

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Profile bio

About John Kelly

Wealth Manager and Partner at Square One, specialising in Investments and IHT. Formerly the Managing Partner of a Chartered Accountancy firm for 22 years. I am driven by my the belief that individuals should be in control of their money and future, not the taxman.I am the author of the IHT guide "Keeping the Taxman out of your Home." Specialties: Investment managementIHT planningElderly client services, including wealth management and long term care planning.

Listed skills include Inheritance Tax Planning, Wealth Management, Strategic Financial Planning, Investments, and 39 others.

Current workplace

John Kelly's current company

Company context helps verify the profile and gives searchers a useful next step.

Perspective Financial Group Ltd
Perspective Financial Group Ltd
Financial Planner
Uckfield, GB
Website
pfgl.co.uk
Employees
336
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Company profile
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6 roles · 41 years

John Kelly work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Square One Wealth Management

I am responsible overall for managing the firm and looking after our business strategies.

Jul 2003 - Present

Managing Partner

Kellys, Chartered Accountants

Managed a firm of Chartered Accountants, from a start-up to eventual sale

Oct 1988 - Apr 2003

Audit Manager

Greenaway & Co

Managed a portfolio of SME clients

1987 - 1988 ~1 yr

Partners Assistant

Fw Stephens & Co

Personal assistant to Senior Partner

1985 - 1987 ~2 yrs

Trainee Accountant

Stoy Hayward

Trainee auditor later moving to small jobs divison looking after owner managed businesses

Oct 1981 - Dec 1984
Team & coworkers

Colleagues at Perspective Financial Group Ltd

Other employees you can reach at pfgl.co.uk. View company contacts for 336 employees →

CM Carl Moorhouse Dippfs Certpfs (Dm) Certpfs (Securities) Cert Cii (Mp, Er) Cemap Carl Moorhouse Dippfs Certpfs (Dm) Certpfs (Securities) Cert Cii (Mp, Er) Cemap Colleague at Perspective Financial Group LtdBarnsley, England, United Kingdom, United Kingdom View → SM Shahid M. Shahid M. Colleague at Perspective Financial Group LtdManchester, England, United Kingdom, United Kingdom View → ME Megan Edwards Megan Edwards Colleague at Perspective Financial Group LtdMirfield, England, United Kingdom, United Kingdom View → EC Emma Crossland Emma Crossland Colleague at Perspective Financial Group LtdSheffield, England, United Kingdom, United Kingdom View → RM Rhian Melissa Ingram Rhian Melissa Ingram Colleague at Perspective Financial Group LtdNottingham, England, United Kingdom, United Kingdom View → PF Philip Froggatt Philip Froggatt Colleague at Perspective Financial Group LtdSalford, England, United Kingdom, United Kingdom View → SW Sam Ward Sam Ward Colleague at Perspective Financial Group LtdLondon, England, United Kingdom, United Kingdom View → EB Ellie B, Ba(Hons) Business Management, Cemap Ellie B, Ba(Hons) Business Management, Cemap Colleague at Perspective Financial Group LtdWatford, England, United Kingdom, United Kingdom View → MC Mark Copsey Mark Copsey Colleague at Perspective Financial Group LtdChelmsford, England, United Kingdom, United Kingdom View → CC Caroline C. Caroline C. Colleague at Perspective Financial Group LtdCannock, England, United Kingdom, United Kingdom View →
2 education records

John Kelly education

Ba, Economics

The University Of Manchester

Activities and Societies: Officer Training Corps Hiking and rock climbing Rugby Rifle Club Bogle StrollDegree in Economics

Education record

John Fisher School

Activities and Societies: Rugby, Athletics, Chess, Bridge

FAQ

Frequently asked questions about John Kelly

Quick answers generated from the profile data available on this page.

What company does John Kelly work for?

John Kelly works for Perspective Financial Group Ltd.

What is John Kelly's role at Perspective Financial Group Ltd?

John Kelly is listed as Financial Planner at Perspective Financial Group Ltd.

What is John Kelly's email address?

AeroLeads has found 1 work email signal at @squareonefinancial.co.uk for John Kelly at Perspective Financial Group Ltd.

Where is John Kelly based?

John Kelly is based in Uckfield, England, United Kingdom while working with Perspective Financial Group Ltd.

What companies has John Kelly worked for?

John Kelly has worked for Perspective Financial Group Ltd, Square One Wealth Management, Kellys, Chartered Accountants, Greenaway & Co, and Fw Stephens & Co.

Who are John Kelly's colleagues at Perspective Financial Group Ltd?

John Kelly's colleagues at Perspective Financial Group Ltd include Carl Moorhouse Dippfs Certpfs (Dm) Certpfs (Securities) Cert Cii (Mp, Er) Cemap, Shahid M., Megan Edwards, Emma Crossland, and Rhian Melissa Ingram.

How can I contact John Kelly?

You can use AeroLeads to view verified contact signals for John Kelly at Perspective Financial Group Ltd, including work email, phone, and LinkedIn data when available.

What schools did John Kelly attend?

John Kelly holds Ba, Economics from The University Of Manchester.

What skills is John Kelly known for?

John Kelly is listed with skills including Inheritance Tax Planning, Wealth Management, Strategic Financial Planning, Investments, Financial Services, High Net Worth Individuals, Trusts, and Financial Advisory.

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