Ken Mcnab

Ken Mcnab Email and Phone Number

Chartered Financial Planner at Kellands (Hale) Ltd @
Ken Mcnab's Location
Hale, England, United Kingdom, United Kingdom
Ken Mcnab's Contact Details

Ken Mcnab work email

Ken Mcnab personal email

n/a
About Ken Mcnab

At Kellands we offer a complete range of Investment and Financial planning services to our clients. www.kelland-hale.co.uk.A highly qualified Chartered Financial Planner with over 25 years experience in the Financial Services industry. An organised and knowledgeable professional involved in the strategic direction of Kellands (Hale) Limited, a leading Independent Financial Adviser practice in the North West. Reliable, disciplined and methodical with specific expertise in giving advice on Investments, Pensions, Inheritance Tax Planning, Long Term Care and Equity Release.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) Limited 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) Limited 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.

Ken Mcnab's Current Company Details
Kellands (Hale) Limited

Kellands (Hale) Limited

Chartered Financial Planner at Kellands (Hale) Ltd
Ken Mcnab Work Experience Details
  • Kellands (Hale) Limited
    Chartered Financial Planner
    Kellands (Hale) Limited Feb 1996 - 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 holistic approach to clients needs.Since joining Kellands in 1996 my career has continually developed, I am a Director, member of the senior management team and the Money Laundering Reporting Officer. I have responsibility for the staff training and development scheme and strive to set the highest standards for our business. I am a Fellow of the Personal Finance Society and a Chartered Financial Planner and offer a full range of advice with specialist knowledge in Long Term Care, Pension transfers, Equity release and Inheritance Tax Planning. 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.

Ken Mcnab Skills

Retirement Planning Wealth Management Inheritance Tax Planning Strategic Financial Planning Financial Advisory Investments Financial Services Retirement Investment Advisory High Net Worth Individuals Pensions Portfolio Management Finance Long Term Care Insurance Equity Release

Frequently Asked Questions about Ken Mcnab

What company does Ken Mcnab work for?

Ken Mcnab works for Kellands (Hale) Limited

What is Ken Mcnab's role at the current company?

Ken Mcnab's current role is Chartered Financial Planner at Kellands (Hale) Ltd.

What is Ken Mcnab's email address?

Ken Mcnab's email address is ke****@****d.co.uk

What skills is Ken Mcnab known for?

Ken Mcnab has skills like Retirement Planning, Wealth Management, Inheritance Tax Planning, Strategic Financial Planning, Financial Advisory, Investments, Financial Services, Retirement, Investment Advisory, High Net Worth Individuals, Pensions, Portfolio Management.

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