Crafting bespoke financial plans tailored to you, aligned to your personal goals, ambitions and values.
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.
Compare Kellyhill Financial Planning Ltd with 3 companies in Financial-Services
| Comparison Field |
Kellyhill Financial Plann...Main Company |
Rowley TurtonView Profile |
Ardent Financial Pla...View Profile |
Empfin SolutionsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1996 | 2006 | 2010 |
|
Company Size
|
— | 11-50 | 11-50 | 11-50 |
|
City
|
Cape Town, Western Cape | |||
|
Country
|
South Africa | |||
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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
|
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