Kellyhill Financial Planning Ltd

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.

Timing can matter with pensionsWith changes to the Inheritance Tax treatment of pensions coming into effect from April 2...
14/08/2026

Timing can matter with pensions

With changes to the Inheritance Tax treatment of pensions coming into effect from April 2027, it’s understandable to question when is the right time to access your pension.

But acting in haste, especially when it comes to pensions, could lead to unintended tax consequences and may impact your longer‑term financial security. Before making any decisions, it’s important to step back and look at the full picture.

How might withdrawals affect your income? What could they mean for future growth? Are there tax implications to consider, and how might the legacy you leave be impacted?

Good planning should be measured, not reactive. Taking time to explore your options properly can help avoid any costly missteps and ensure decisions are shaped by long‑term goals, not short‑term concerns. Tax rules can change and the impact of taxation and any tax relief depends on your
circumstances, including where you live.

If this is something you’re thinking about, let’s talk it through first.

Retirement can feel miles away when life is busy - but small steps now make a huge difference.If you’re early in your ca...
05/08/2026

Retirement can feel miles away when life is busy - but small steps now make a huge difference.

If you’re early in your career, pensions can sometimes feel easy to ignore.

Rising living costs and house prices can stretch priorities in the here and now. With so much to focus on, retirement can feel a long way off.

It’s easy to become disconnected and assume it’s something to think about later. That’s where some people drift into what’s often described as the ‘Never Ever Retiring Demographic’.

It doesn’t have to feel overwhelming.

Building retirement savings isn’t about making big changes overnight or becoming a financial expert. Small, consistent steps can help build momentum over time.

Spending a little time understanding your pension, checking contributions and staying engaged with long-term savings could make things feel more manageable.

A pension is ultimately about giving your future self more choice and flexibility. Let’s chat it through.

Today we’re pleased to welcome Richard Jenkins – one of our financial advisers in the team who will be supporting Kellyh...
05/08/2026

Today we’re pleased to welcome Richard Jenkins – one of our financial advisers in the team who will be supporting Kellyhill clients across the South-West and Wales.
A recent M&G academy graduate, with over 20 years’ experience in education - including serving as a Headteacher - Richard has spent his career helping people make informed decisions, plan ahead and achieve long‑term goals. He now brings that same clarity, structure and people‑focused approach to financial planning.
Richard understands that financial decisions can often feel complex or overwhelming. He prides himself on making things simple and accessible, helping clients feel confident and in control of their financial future. By taking the time to understand each client’s circumstances, priorities and aspirations, he provides tailored advice designed to support both short‑term needs and long‑term ambitions.
Outside of work, Richard enjoys spending time with his family, staying active, and continuing his interest in leadership and personal development.

Another day, another new adviser announcement! Welcome to the team Bradley Jordan DipPFS!We’re continuing our introducti...
10/07/2026

Another day, another new adviser announcement! Welcome to the team Bradley Jordan DipPFS!
We’re continuing our introductions for the newest members of our advisory team, and today we’re delighted to spotlight Bradley Jordan, who will be supporting Kellyhill clients across the South-East of England.
Brad joined the Financial Services industry in 2020 and holds a Diploma in Financial Planning. He’s currently working toward Chartered status, with a clear plan to achieve this within the next few years - a reflection of his commitment to professional development and delivering high‑quality advice.
With a background in financial market analysis and trading, Brad brings a strong analytical foundation to his work. But what truly drives him is helping people achieve their life and financial goals with clarity and confidence.
Outside of work, Bradley enjoys reading, cooking, and spending time with the people who matter most to him - grounding his professional focus in real‑world values.

What a Summer it’s been so far! With the new financial year off to a strong start - and more clients choosing Kellyhill ...
09/07/2026

What a Summer it’s been so far! With the new financial year off to a strong start - and more clients choosing Kellyhill to support their financial goals - we’re expanding our adviser team to meet growing demand.
Today, we’re delighted to introduce Alex Honey, who will be supporting clients across the North-West of England.
Alex brings nearly three decades of experience across personal finance, lending, and long‑term financial planning. For the past ten years, she has served as a Bank Manager, guiding clients through major financial decisions and helping them build secure financial futures.
Holding a Diploma in Financial Planning and CeMAP Level 3, Alex combines strong technical knowledge with a genuine passion for helping clients plan with confidence. She’s committed to building lasting relationships and providing clear, personalised advice that reflects each client’s goals and values.
Welcome to the team Alex, we’re delighted you chose to join us!

When life starts moving faster, money can quietly feel harder to keep on top of. As your career develops, family life ch...
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.

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

A very warm welcome to Stephen Lyttle, who’s recently joined the Kellyhill team!Stephen has come to us after completing ...
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!

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Registered Address: 42 Summerside Place
Edinburgh
EH64NY

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