Kellyhill Financial Planning Ltd

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Kellyhill Financial Planning Ltd

Crafting bespoke financial plans tailored to you, aligned to your personal goals, ambitions and values. We are proud to have chosen M&G as our partner network.

Your life, your dreams, your future - at Kellyhill Financial Planning, we’re here to make it all possible. We believe in creating bespoke financial plans that are as unique as each client, designed to support you and your family, meeting your personal goals, ambitions and values. By providing restricted advice, we simplify the complexities faced by many people when planning their financial futures

. The products we offer you are continuously researched and monitored to ensure that we can offer the most appropriate financial solutions to our clients. This focused approach allows us to offer tailored strategies that align closely with your specific needs, ensuring clarity and precision in our recommendations. We take the time to listen and learn about your unique story, creating personalised financial solutions that reflect your individual goals. We want to be your single point of contact for all financial matters. With a commitment to transparency and understanding, we work alongside you and your family to simplify the complexities of financial planning so you can focus on what matters most. With a combined financial experience of over 70 years across our team, our mission is to build meaningful relationships with our clients, recognising that your financial journey is about more than just numbers - it's about your life, your dreams and your future. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.

26/05/2026

When life starts moving faster, money can quietly feel harder to keep on top of.

As your career develops, family life changes or new milestones appear, your finances can begin to feel more complicated. What once felt straightforward may now come with more questions and more responsibility.

Financial planning isn’t about reacting to everything happening right now. It’s about helping you understand where you’re heading and what you might need along the way. It can include thinking ahead to retirement, making sense of workplace pensions, or considering how to protect the people who rely on you.

You don’t have to work everything out at once to start feeling clearer about where you’re heading. Taking a step back to look at the bigger picture can help you feel more in control and less overwhelmed. A well thought through plan can bring reassurance, helping today’s decisions feel more connected to what matters to you long term.

If your life has changed recently, or you feel like your finances deserve a little more attention, having a conversation about the bigger picture could be a helpful place to start.

09/05/2026

It's show week! What an incredible night watching YOG - Coventry Youth Operetta Group's production of Shrek the Musical! 💚

Kellyhill Financial Planning are so proud to once again sponsor this amazing organisation, our second show supporting Coventry YOG and honestly, we are completely blown away all over again!

The talent on that stage is nothing short of phenomenal. To see children and young people aged between just 8 and 17 performing with such confidence, energy, professionalism and passion is genuinely inspiring. Every single cast member should be so proud of themselves. The singing, acting, dancing and comedy timing were outstanding from start to finish.

And the show itself? Hilarious. Full of heart, laughter, energy and so much joy. It’s impossible not to leave with a big smile on your face.

What Coventry YOG does for young people is truly special. Providing a space where children can grow in confidence, build friendships, express themselves and showcase their talents is something that deserves huge recognition and support.

A massive congratulations to the entire cast, crew, production team and everyone behind the scenes who made this show possible. Two more shows to go - wishing you all the best of luck today! 👏🎭

30/04/2026

A very warm welcome to Stephen Lyttle, who’s recently joined the Kellyhill team!

Stephen has come to us after completing his Diploma in Regulated Financial Planning through the M&G Advice Academy, and in just six weeks he’s already settled in brilliantly. It’s been great to see his enthusiasm, willingness to learn, and the way he’s building relationships so naturally with both colleagues and clients.

Before moving into financial advice, Stephen spent several years in the motor trade and also worked in quality assurance for a leading UK building society. Along the way, he’s picked up a wide range of experiences - from working on local government projects to even being involved in wine education - which all adds to the person he is today.

We’re really looking forward to seeing how Stephen’s career develops and are so pleased to have him as part of the team.

Welcome aboard, Stephen!

01/04/2026

A brilliant couple of days last week as the Kellyhill team came together for our quarterly meeting, hosted at the M&G offices on Fenchurch Avenue in London. It was a great opportunity to step back, reflect, and focus on the opportunities ahead — made even better by some fantastic guest speakers from M&G joining us.

It was also a pleasure to meet Bradley Jordan, one of five advisers set to join Kellyhill later this year. An exciting sign of what’s to come as the business continues to grow.

A big thank you to Laura Reilly for coordinating everything behind the scenes, and to Stephen Christie DipPFS and Alan Ferrol DipPFS for being fantastic hosts throughout.

With some of the team now taking a well-earned break over Easter, we’re looking forward to coming back refreshed and ready to push forward with plenty of momentum for the year ahead.

16/02/2026

At Kellyhill, coaching and development isn’t an occasional add-on — it’s part of how we work.

Everyone in our team receives ongoing support, and last week was a great example of that in action. Six of our colleagues who’ve joined us within the last 12 months took part in a dedicated session with external Coaching and Supervision professional Paul O'Brien.

Paul led a session on Jung’s Colours — a framework that explores different personality and communication styles, helping us understand how people prefer to think, process information, and make decisions.

As a team, we learned how easily communication can miss the mark when styles don’t align — and, just as importantly, how small adjustments in language, pace, and approach can make a big difference. We explored how to recognise different preferences in meetings, how our own styles show up under pressure, and how to flex our approach to create clarity, trust, and stronger connections.

This is especially valuable in client meetings. Being able to adapt how we communicate helps clients feel heard, understood, and confident in the advice they’re receiving — which ultimately leads to better outcomes.

A huge thank you to Paul for delivering such an engaging, thought-provoking session, and to the team for the openness, energy, and insight they brought to the room. A genuinely enriching experience that will continue to shape how we work with each other and with our clients.

11/02/2026

Last week, several members of our team attended a Getting to Grips with Pensions seminar for Sentry Farming Ltd at RAF Duxford, expertly hosted by our own Lee Andersen. It was a hugely successful event, thanks to Lee’s outstanding knowledge and engaging delivery, along with an audience of around 60 highly engaged Sentry employees. Many attendees have since requested one-to-one meetings to help ensure their finances are working as effectively as possible for them.

Lee and the wider Kellyhill team across the UK will be running more of these seminars throughout 2026. If you feel this would be beneficial for your business, please get in touch with us at [email protected]

30/01/2026

If you think you may need financial advice, don’t be put off by thinking it’s just for the very wealthy.

Life events such as marriage, starting a family, coming up to retirement or an unexpected windfall could trigger the need for advice far more than simply having a large amount of savings.

We can help review all aspects of your finances, which could help avoid expensive mistakes. Get in touch to discuss your financial needs.

19/01/2026

It may be a distant memory, but last year’s Autumn Budget brought in a wide range of personal finance changes that many households and investors will need to watch closely.

Key measures include frozen tax thresholds, ISA reforms and higher Dividend Tax rates, all of which could influence income planning.

The State Pension triple lock and benefit rises provided some positive news, but property owners face new challenges, including a Council Tax surcharge and additional increases in Income Tax for landlords.

With so many adjustments being introduced, now is a good time to review your financial plans and understand how these changes may affect your situation.

13/01/2026

The start of a new year gives us a moment to reflect — and we’re proud of just how far Kellyhill Financial Planning Ltd has come.

Our team continues to grow, evolve, and work together to deliver the very best outcomes for our clients. The first photo highlights the people at the heart of our business, and we’re especially pleased to welcome Emmanuel Oganla ACSI and Kelvin Cery as new advisers joining the team.

We’re excited about what lies ahead and grateful to everyone who has been part of our journey so far. Here’s to another year of progress, teamwork, and trusted advice.

09/01/2026

January means different things to each of us. For some, it’s a month of fresh starts, new routines and good intentions – from Dry January and Veganuary, to a renewed relationship with the gym.

For others, it’s a quieter period, especially if the festive season has left finances feeling stretched. Whatever January represents for you, it’s a natural moment to pause, reset and look ahead with positivity.

It’s also an ideal time to reflect on your financial wellbeing. With the end of the tax year approaching, reviewing your savings, investments, allowances and goals now can help set you up for a stronger, more confident year.

A financial review in January can be a simple step that makes a meaningful difference. We’re here to help you make confident, long-term decisions that align with your goals and lifestyle.

Address

Registered Address: 42 Summerside Place
Edinburgh
EH64NY

Website

http://www.mandgadvice.com/kellyhill

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