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Professional Clients

Kelsall Steele Investment Services offer an array of advisory solutions to private clients, corporate clients, trusts and charities. Our financial planners draw on a wealth of experience and can work with you to evolve your proposition and provide personalised support to your clients in areas that may fall outside of your expertise.


Working With Corporate Clients

Strategically partnering with exceptional members of the legal and accountancy professions allows us to deliver the tailored and comprehensive advice our clients need. Such arrangements are not only highly beneficial to our clients, they serve to strengthen our proposition and can increase opportunities on both sides.

In order to provide holistic financial advice to clients, we seek partnerships with professionals who share our principals and value an integrated approach. To explore further how we can support you and your clients.

To explore further how we can support you and your clients, please get in touch

Call us on 01872 309410
or email

What people say

"We are totally at ease with Kelsall Steele Investment Services handling all of our financial affairs. They give us confidence that we are receiving solid professional advice at all times, whatever our circumstances may be. Their collaborative approach, which involved referring us to their sister company, Kelsall Steele Chartered Accountants, ensured all aspects were considered and took away any hassle or confusion." Truro, Private Client

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Capital for new venture

I sold my business a couple of years before I met my Financial Planner at Kelsall Steele Investment Services. He created a financial plan to bring order and coordination to my affairs, so that I could focus on developing my new business venture. Read More

Bank of Mum and Dad

Although our son had a stable job and a decent income, my wife and I wanted to help him onto the first rung of the housing ladder. We needed advice on the best way to access funding to help him buy a flat in London. Thanks to the team at Kelsall Steele Investment Services, everything is taken care of without negatively impacting our retirement goals 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