Please continue to contact us via 01872 309410 and email
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 ÃÂ£85 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 tasked with ensuring our office runs efficiently by maintaining office systems and supervising staff. She also ensures our business remains compliant and adheres to all aspects of FCA guidance. At the weekends Karen enjoys spending quality time with her family.
Mark has a wealth of experience in the financial industry and has joined our team from one of the UK's largest independent advice firms. He utilises his expertise to provide holistic financial planning to individual and corporate clients alike. At the weekend he enjoys spending time with his family and friends. He is also extremely passionate about music and cricket.
Like Mark, 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.
Andrew is our Paraplanner and draws on a wealth of experience gained from working at a private bank. His role involves research and creating reports. When asked about his favourite holiday, Andrew mentioned a trip to Norway and the Artic Circle in search of the spectacular Aurora Borealis.
Niki is one of our senior financial services administrators, with over 10 years experience. She is also 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.
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.
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 paraplanning team, Abby prepares our client reports for annual review meetings. Abby is also responsible for marketing, which includes the use of social media, keeping our blogs up to date on our website and ensuring all clients receive our quarterly newsletter.
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.