Kelvin Financial Planning Ltd

About

Kelvin Financial Planning is a firm of Independent Financial Advisers based in Glasgow.

Story

We assist a range of clients with their financial planning needs. Typically we assist clients identify their goals and put a plan in place to make them happen.

Client work covers a wide range of topics from general planning work such as long term savings for children or retirement, to shorter term assistance with identifying and arranging a suitable mortgage.

Mission

To help client achieve their goals by putting realistic plans in place. To guide clients along the journey and help when their plans change or new challenges are presented.

Products

Financial Planning Service including Lifetime Cashflow forecasting. This can include a wide range of assumptions allowing clients to test different plans and measure their outcomes.

All Financial Products are considered as part of the planning process. Tax efficient products are given preference in the majority of scenarios.