Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than fifteen years ago to deliver comprehensive financial planning and investment advice. Today, we are responsible for the oversight and management of more than £200 million in client assets.
Today, the ambitious team includes dedicated Financial Planners, as well as a paraplanner and administration team, committed to remaining at the forefront of solution design - helping successful individuals and businesses to achieve everything that is important to them
Truro Business Park,
Wes joins KSIS as our new Chief Executive Officer, bringing over 20 years experience in the financial services industry. Coming from a national wealth management firm, Wes has significant experience at senior management and board level. He is also a well-qualified, pragmatic and commercially minded financial services professional with both Chartered Financial Planner status and fellowship with the Chartered Insurance Institute. In addition to his management responsibilities, he will also be advising a select number of our key clients. In his spare time Wes enjoys sailing (he is a qualified Coastal Skipper with the RYA), kayaking and plays a variety of musical instruments. He also supports and works with the charity VISA which enables visually impaired individuals to learn and develop sailing skills.
Lucien is the founder and Chairman of Kelsall Steele Investment Services. In his role as business leader, he is the innovator of our services for individuals and businesses. Our focus on helping clients to achieve their goals is driven by Lucien's dedication to outstanding service, with relationships at the heart of this approach.
An experienced Financial Planner, Chris joined our team after running his own IFA practice. He specialises in working with wealthy individuals and companies. On the weekends you will find Chris spending time with his family and friends or watching the rugby. Passionate about cooking; curries are his specialty.
Karen is our Operations Manager at KSIS and has been with us for over 15 years. With a wealth of knowledge and experience she oversees all day to day operations to ensure our office runs smoothly. She is tasked with supervising employees encouraging team work, energy and creativity. Karen also ensures our business remains compliant and adheres to all aspects of FCA guidance. At weekends she enjoys spending time with her husband, two young daughters and energetic cocker spaniel Bailey.
Liz joined us with a wealth of experience in the financial services industry. Her broad experience across the spectrum of financial advice enables her to take a truly holistic approach with her clients to ensure the best financial outcome is achieved. In her spare time Liz enjoys travelling, music concerts and spending time with her friends and family.
With over 20 years of experience in financial services, Tom joined our team after working for some of the largest IFA's in the UK. He specialises in advising wealthy individuals and retirement planning. Outside of work Tom enjoys family time, travel and loves F1.
With over 30 years' experience, Henry joins our team after running his own IFA practice. He enjoys working with wealthy individuals and corporate clients. When away from the office he enjoys spending time with family and friends. He enjoys walking and travel when time allows.
Jack is an astute and enterprising individual who joined our Kelsall Steele Investment Services team in 2020 from one of the UKs largest IFA companies. He takes pride in delivering a modern approach to financial planning, and has three goals in mind when delivering a service to clients - Making their financial lives simpler, more coherent and more composed. When the weather is bright, he can be found 'on a course' perfecting his incredibly average golf game.
Tom spent eight years serving as a Royal Marine Commando before making the career change to financial services where he enjoyed four years cutting his teeth at one of the UK's largest IFA companies as a Paraplanner. Tom's time in the military gave him clarity of what's important in life and the skills obtained serving Her Majesty make him a well organised, disciplined individual who thrives under pressure. In his spare time, Tom enjoys all things Spanish and likes to spend his spare time travelling with his wife Elisabeth, son Arnau and Labradoodle Basil.
Part of the Paraplanning team, Carri brings a wealth of experience and knowledge of the financial services industry, which makes her a great asset to our team. Carri helps prepare client suitability reports as well as administering corporate pensions. When asked what superpower she would most like to have, she replied the ability to heal people and animals. Carri is best know for her honesty and self-reliance.
Niki is Executive Assistant to our CEO Wes Nixon, as well as being responsible for fees reconciliation and reporting. If she found herself on a deserted island, she would take wine, a book and sun cream. In her spare time she enjoys spending quality time with her family.
Jade is our senior financial services administrator, having been with us for over 10 years she brings a wealth of experience and knowledge to our administration team. The superpower Jade would most like to have is invisibility, so she can hide away when need be. In her spare time she enjoys spoiling her daughter.
Part of the admin team Abby assists with all aspects of administration in addition to being responsible for our Marketing. This includes social media, keeping our blogs up to date on our website and ensuring all clients receive our quarterly newsletter. Outside of work Abby enjoys spending quality time with her daughter.
Katy joins us with many years experience in administration and is the first point of contact for our clients when calling the office. In her spare time Katy enjoys coastal walks and spending time with her family.
Anne has worked in the financial services industry over 35 years and has a wealth of knowledge and experience in the field. Anne uses her own experience and industry knowledge to enhance and support not only the financial advisers but also their clients. Anne enjoys walking the Cornish coastal paths and taking in the sea and surrounding areas, which she says is therapeutic.