Kellands Chartered Financial Planners

What Kellands Chartered Financial Planners does

Kellands Chartered Financial Planners is a privately-held, UK-based financial advisory firm headquartered in Altrincham. According to available firmographic data, the firm offers financial planning and investment advice to both individuals and businesses, operating in the regulated UK Independent Financial Adviser (IFA) market under the Chartered Financial Planners designation.

The firm operates at a small scale, with a headcount range of 11-50 employees, consistent with a regional boutique advisory practice. The "Chartered" designation implies the firm is credentialed through a recognized UK professional body (typically the Chartered Insurance Institute / Personal Finance Society), meaning it operates under defined professional and ethical standards, likely delivers restricted or independent advice, and is subject to FCA regulatory oversight. The firm's website is hosted at kelland-hale.com.

Beyond this basic profile, the input data is materially incomplete: revenue, AUM, client counts, pricing structure, technology stack, leadership team, partnerships, and strategic activity are all unconfirmed. Several source pages returned only loading/verification screens with no substantive company content, leaving significant gaps in firmographic, financial, and operational detail. As a result, this description reflects only what can be directly evidenced from the supplied data.

Name

Kellands Chartered Financial Planners

Website

https://kelland-hale.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Kellands Chartered Financial Planners is a privately-held UK chartered advisory firm based in Altrincham that provides financial planning and investment advice to individuals and businesses, operating with 11-50 employees.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Financial planning services
• Investment advice
• Wealth management
• Retirement planning
• Tax planning

Headquarters

HQ city

Altrincham

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Kellands Chartered Financial Planners provides financial planning and investment advisory services to individuals and businesses. The firm is based in Altrincham, United Kingdom, and operates as a chartered financial planning practice. Detailed product-level descriptions, fees, and service scope were not available from the source content.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Emerging players

• Wealthify: UK online investment platform offering low-cost managed portfolios and basic financial planning tools. Comparable to Kellands in targeting UK retail investors seeking advice-driven investing, but competing on price and convenience rather than bespoke chartered advice.
• Nutmeg (Jupiter-owned): UK digital wealth manager offering robo-led investment and financial planning services. Comparable to Kellands in targeting UK individuals needing investment advice, but via a fully digital model that competes for the same end-client wallet at lower fees.

Broad incumbents

• Brewin Dolphin: UK wealth manager providing bespoke financial planning and investment management to private clients, charities, and intermediaries. Comparable in service mix and client base to Kellands, but operating as a broad national incumbent following its acquisition by Royal Bank of Canada.
• St. James's Place: The largest UK wealth and financial advisory group, operating a national adviser network. Comparable to Kellands because it serves the same UK individual and business-owner segments with holistic financial planning, but at vastly greater scale and as a broad incumbent rather than a local boutique.
• Rathbones Group: UK-listed wealth manager offering investment management and financial planning services to individuals, trusts, and charities. Comparable to Kellands in delivering personalised financial planning and investment advice, but as a much larger incumbent platform.
• Quilter: Major UK wealth manager with an advice platform serving individuals and business owners. Comparable because it delivers the same chartered-quality financial planning and investment advice as Kellands, but operates as a broad incumbent across national distribution.
• Evelyn Partners (formerly Tilney / Smith & Williamson): Large UK wealth management and professional services group offering financial planning, investment management, and tax advice. Comparable to Kellands because it serves the same high-net-worth individuals and business owners with holistic financial planning, but at national scale.

Direct peers

• Wren Sterling Financial Planning: UK chartered financial planning firm providing fee-based advice to individuals and businesses across the country. Comparable to Kellands as a direct IFA peer delivering the same chartered-status, holistic financial planning service to overlapping client segments.
• Foster Denovo: UK national IFA and financial planning group supporting both individual and corporate clients. Comparable to Kellands in business model and service mix, though operating through a broader adviser network rather than a single boutique office.
• Lighthouse Financial Advisers: UK Independent Financial Adviser offering regulated financial planning and investment advice to individuals and businesses. Highly comparable to Kellands as a similarly sized, similarly chartered-aligned IFA competing in the same UK holistic financial planning category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/kellandshale
• Facebookfacebook.com/kellandshale
• LinkedInlinkedin.com/company/kellands-hale-limited

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kellands Chartered Financial Planners