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Working with Kelsall Steele Investment Services

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 review meetings will keep you on track and in control of your finances.

1

Discovery Meeting

Define your goals and attitude towards risk

2

Data gathering

Gather data on your existing policies and arrangements

3

Analysis

Analyse and evaluate the different options available to you

4

Recommendations

Present you with our recommendations

5

Implementation

Implement your financial plan and investment recommendations

6

Regular review

Monitor your plan at agreed time intervals and adjust as required