We have previously represented large advisory organisations throughout our careers. Experience has taught us that big isn't best. In a highly regulated industry, we have found that large organisations build their proposition around compliance, risk and profits. The client is a means to them achieving their targets.
Their proposition is built around what is best for them, not necessarily the client. Hayden Kilkelly Independent Financial Advisors was founded with an objective of putting the client first; building our proposition around the client and, in doing so, providing us with immense satisfaction and enjoyment in our work.
Their proposition is built around what is best for them, not necessarily the client. Hayden Kilkelly Independent Financial Advisors was founded with an objective of putting the client first; building our proposition around the client and, in doing so, providing us with immense satisfaction and enjoyment in our work.
Services
We're proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the 'gold standard' of financial planning and positions our firm amongst the UK's leading practices. When you see the Corporate Chartered Logo you can be sure that you are working with Planners who are ethical, knowledgeable and professional.
We are fee based and our fees are structured in a manner to ensure our impartiality at all times, eliminate conflict of interests and support the long-term nature of our relationship with you. The fee structure(s) available and appropriate to you will depend on the size and nature of your assets and will be discussed in more detail at the Introductory Meeting.
We work closely with professionals in both the Accountancy and Legal professions, providing their personal and corporate clients, as well as ours, with a holistic financial planning solution encompassing lifestyle financial planning, tax, and estate planning. Our close working relationship with Accountants results in us receiving numerous requests to assist businesses with the creation of workplace pension schemes.
If your financial plan indicates that your needs would be best served by rearranging your existing financial products and investments, or by obtaining a new financial product or investment. Then, and only then, will we help you in arranging, reviewing, amending financial products to specifically suit your financial plan.
The journey towards the achievement of your objectives is unlikely to be a straight and even path. With you every step of the way, our mission is to be your financial planning "sat nav"; your sounding board during times of worry; providing reassurance and comfort.
The process we have undertaken together is continually repeated throughout our working relationship, continually reassessing whether we have the all the jigsaw pieces in the right places.
The process we have undertaken together is continually repeated throughout our working relationship, continually reassessing whether we have the all the jigsaw pieces in the right places.
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