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Private Clients

We believe that there are no standard solutions to meet your financial planning or investment management needs, as no two people have identical financial situations. That's why our financial planners take time to genuinely understand you, and what you want to achieve, then source the most appropriate solutions to meet your needs.


The value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation and trust advice.

Working With Private Clients

Our role as your financial planner is to help you to understand your current circumstances and plan for the future, mindful of what matters most in your life and anything that might influence or change your plans along the way. Regular reviews of your investments will keep you on track and in control of your finances.

We work alongside other trusted professionals, either your existing advisers or our expert team, to deliver a complete wealth management service - not conflicting opinions. This will ensure all aspects of your affairs are looked after by a trusted team, with your interests at the heart.

Call us on 01872 309410
or email

What people say

"Thanks to Kelsall Steele Investment Services I'm on track to reach my retirement goal. I also have a firm grasp of my pensions and their value, which is a huge relief for me. It is refreshing to deal with a professional company that are not focussed purely on making a sale - they worked to find the best solution for me and allowed me to take my time to make decisions." Truro, Private Client

Got a Question?

Need help? See if we can help you on our website, or contact us if not

Tidying up my pensions

I wanted to retire soon but my pensions were scattered all over the place. I realised I needed financial advice but I was reluctant to trust a stranger with my financial affairs. After years of running my own painting and decorating business, I was looking forward to retirement. Read More

Understanding our IHT Liability

We wanted to get our finances in order so we would have peace of mind about the security of our future, for both ourselves and our children. Once we reached our early eighties we became anxious about potentially leaving our children with a large inheritance tax bill. Read More

Working With Kelsall Steele Investment Services

The first stage in working with Kelsall Steele Investment Services is a discovery meeting, where we define your goals, objectives and attitude towards risk. Read More