Kellyhill Financial Planning Ltd

Kellyhill Financial Planning Ltd

Financial-Services

Company Tagline

Crafting bespoke financial plans tailored to you, aligned to your personal goals, ambitions and values.

Industry Category
Financial-Services
Company Description

Kellyhill Financial Planning Ltd is dedicated to making your financial dreams a reality through bespoke financial planning services. Understanding that each client has unique goals, ambitions, and values, Kellyhill Financial Planning crafts personalized strategies to support individuals and their families. By partnering with M&G, Kellyhill Financial Planning simplifies complex financial planning, offering clarity and precision in its recommendations.

With a focus on providing tailored financial solutions, Kellyhill Financial Planning takes the time to listen and learn about each client’s unique story. The firm acts as a single point of contact for all financial matters, working closely with clients and their families to navigate the complexities of financial planning. Kellyhill Financial Planning emphasizes transparency and understanding to help clients focus on what truly matters.

With a team boasting over 70 years of combined financial experience, Kellyhill Financial Planning Ltd is committed to building meaningful client relationships. The company recognizes that financial planning is about more than just numbers; it's about life, dreams, and future aspirations. The team at Kellyhill Financial Planning looks forward to supporting you on your financial journey. To further enhance your company’s presence and showcase your unique services, we invite the manager of Kellyhill Financial Planning Ltd to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Alex Hill Jacob Manderfield Lee Andersen Rachel McPhee

Compare Companies Side by Side

Compare Kellyhill Financial Planning Ltd with 3 companies in Financial-Services

4 Companies
Comparison Field
Kellyhill Financial Planning Ltd
Kellyhill Financial Plann...
Main Company
Rowley Turton
Rowley Turton
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Ardent Financial Planning
Ardent Financial Pla...
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Empfin Solutions
Empfin Solutions
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Founded Year
1996 2006 2010
Company Size
11-50 11-50 11-50
City
Cape Town, Western Cape
Country
South Africa
Skills & Keywords Comparing with main company
13 Total Skills
Financial Planning Investment Management Retirement Planning Estate Planning Wealth Management Financial Advisory Insurance Solutions Inheritance Planning Drawdown) Retirement Income (Annuities Insurance & Protection Investments & Savings Pension Transfers - Non Specialist
8 Total 8 Unique
Unique Skills:
Critical Illness cover Drawdown Life Assurance Long Term Care Fees Planning Pension Pensions & Divorce +2
10 Total 10 Unique
Unique Skills:
Customer Relations Divorce Ethics Financial Services Later life care planning Lifestyle Financial Planning +4
8 Total 1 Common 7 Unique
Match 8%
Common Skills:
Retirement Planning
Unique Skills:
Educational Planning Funeral Cover Loans from Old Mutual Risk Cover Short-Term Insurance Umbrella Retirement Funds +1
4
Total Companies
1996
Oldest Founded
1
Countries
38
Unique Skills

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Alternative Company Names

This company is also known as

Kellyhill Financial Planning Ltd 凯利希尔金融规划有限公司 केलीहिल वित्तीय योजना लिमिटेड شركة كيلي هيل للتخطيط المالي المحدودة Келлихилл Финансиал Планинг Лтд