Financial product data provider Moneyfacts.co.uk has tied up a deal with Cheshire-based Chartered Financial Planner firm Kellands to provide Financial Planning advice to users.
The deal, the first with a Chartered Financial Planning firm, sees Kellands becoming Moneyfacts preferred Financial Planning advice firm.
Moneyfacts has ‘preferred broker’ deals with a number of companies, including Hub Financial Solutions for annuity advice.
The initial launch sees visitors to the Moneyfacts site prompted to get in touch with a dedicated Financial Planner.
Visitors can then access a free one-hour consultation with Kellands to discuss their investment, tax and estate and retirement planning.
The initial consultation with Kellands is “subject to eligibility,” Moneyfacts says.
Kellands, based in Hale, Cheshire, has been in business as a family run firm for over 30 years, offering advice to individuals and business. It has won a number of awards from Moneyfacts.
Guy Kelland, managing director of Kellands Chartered Financial Planners, said: “We are very excited to be appointed the preferred Financial Planners of Moneyfacts – it is an established and trusted brand in the consumer finance space and one that is so well-known and trusted by all.
“This relationship is all about helping to improve the position of Moneyfacts.co.uk users across investment planning, retirement planning and tax & estate planning needs – ensuring customers receive the best possible holistic Financial Planning advice for their individual needs and circumstances – whether this is in person or done virtually via technology, over the phone or screen to screen, across the whole of the UK.”
Michelle Monck, head of Digital at Moneyfacts, said: “Moneyfacts.co.uk is pleased to announce Kellands Chartered Financial Planners, as our preferred Financial Planning advice partner. Those visiting our site looking for advice on investments, retirement or tax and estate planning needs will now have the option to seek advice with the experienced and highly qualified Financial Planners at Kellands.”
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