John Kelly

John Kelly Email and Phone Number

Financial Planner @ Perspective Financial Group Ltd
Uckfield, GB
John Kelly's Location
Uckfield, England, United Kingdom, United Kingdom
John Kelly's Contact Details

John Kelly work email

John Kelly personal email

n/a
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.

John Kelly's Current Company Details
Perspective Financial Group Ltd

Perspective Financial Group Ltd

View
Financial Planner
Uckfield, GB
Website:
pfgl.co.uk
Employees:
336
John Kelly Work Experience Details
  • Perspective Financial Group Ltd
    Financial Planner
    Perspective Financial Group Ltd
    Uckfield, Gb
    View
  • Square One Wealth Management
    Managing Partner
    Square One Wealth Management Jul 2003 - Present
    I am responsible overall for managing the firm and looking after our business strategies.
  • Kellys, Chartered Accountants
    Managing Partner
    Kellys, Chartered Accountants Oct 1988 - Apr 2003
    Managed a firm of Chartered Accountants, from a start-up to eventual sale
  • Greenaway & Co
    Audit Manager
    Greenaway & Co 1987 - 1988
    Managed a portfolio of SME clients
  • Fw Stephens & Co
    Partners Assistant
    Fw Stephens & Co 1985 - 1987
    Personal assistant to Senior Partner
    View
  • Stoy Hayward
    Trainee Accountant
    Stoy Hayward Oct 1981 - Dec 1984
    Trainee auditor later moving to small jobs divison looking after owner managed businesses

John Kelly Skills

Inheritance Tax Planning Wealth Management Strategic Financial Planning Investments Financial Services High Net Worth Individuals Trusts Financial Advisory Financial Planning Retirement Pensions Finance Retirement Planning Financial Planners Protection Portfolio Management Estate Planning Wealth Management Services Investment Strategies Start Ups Business Estate Tax Planning Income Protection Investment Management Wealth Alternative Investments Asset Allocation Tax Business Strategy Investment Advisory Personal Tax Planning Equity Release Commercial Mortgages Mortgage Lending Critical Illness Funding Accountants Employee Benefits Management Small Business Long Term Care Advice Elderly Client Finances Savings

John Kelly Education Details

Frequently Asked Questions about John Kelly

What company does John Kelly work for?

John Kelly works for Perspective Financial Group Ltd

What is John Kelly's role at the current company?

John Kelly's current role is Financial Planner.

What is John Kelly's email address?

John Kelly's email address is jo****@****l.co.uk

What schools did John Kelly attend?

John Kelly attended The University Of Manchester, John Fisher School.

What are some of John Kelly's interests?

John Kelly has interest in Economic Empowerment, Food And Wine, Environment, Best Of All Family, Poverty Alleviation, Sailing, Astronomy, Hillwalking.

What skills is John Kelly known for?

John Kelly has skills like Inheritance Tax Planning, Wealth Management, Strategic Financial Planning, Investments, Financial Services, High Net Worth Individuals, Trusts, Financial Advisory, Financial Planning, Retirement, Pensions, Finance.

Who are John Kelly's colleagues?

John Kelly's colleagues are Aimy Carrigan, Keelan Mccabe, Patrick Iveson, Samantha Platt, Amanda Knowles, Jitan Patel, Carl Moorhouse Dippfs Certpfs (Dm) Certpfs (Securities) Cert Cii (Mp, Er) Cemap.

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