Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Mortgages

Mortgages are loans which are intended to help buyers purchase residential property.

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2

Pensions

That's pretty much the prospect, unless you make additional pension arrangements, either by..

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3

Protection

You can protect yourself and your family financially by making money available..

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4

Savings & Investments

Often, people save for a specific reason and it's usually the safest way ...

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Welcome to Kelly Financial

Financial Advice you can trust

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The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

We provide services to help you improve your financial plans. We aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Kelly Financial, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.

For further information please contact Paul Kelly, Financial Adviser on 01322 332009 or info@kellyfs.com

HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

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ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

View complete plan

Our
Main Skills

  • Mortgage

  • First Time Buyer

  • Life Assurance

  • Personal Pension

  • ISAS

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    See what our clients Say
    About Us

    • Amazing Service! I used Kelly Financial to get my first mortgage. A fantastic and friendly team with high professional level, they were always available, quick and efficient to drive me to get the mortgage.
      Believe me, I don't think it's easy to find a good and professional team as them, I RECOMMEND Kelly Financial 100%. I sincerely thank James and Michelle who made the purchase process so easy and quick.

      Paolo Tortorelli

    • Best Mortgage Broker I have worked with. Offer in 48 hours which included the time for a desktop valuation. Paul was extremely responsive and would highly recommend.

      Tom Pritchard

    • Great service. We Always use Kelly Financial for our mortgage renewals. Paul and his team keep you in the loop every step of the way. They find the best deals possible for whatever your situation. Great service as always. Thanks Paul.

       

      Philip Ford

    • Martin and Michelle helped us with the remortgage of our property and were great. Martin clearly explained our options and took me through the process. Nothing was too much trouble and they were both really responsive to emails and calls. This is the third time we've used their services and I can't recommend them enough.

      Ben May

    • Excellent Service. Paul and his team are first rate. Always quick to respond, professional and simply excellent with clients.
      Paul is always available and provides solid advice in an easy way to understand. In particular with first time buyers, witness by a recent first time buyer that we introduced
      Paul is a true gent with integrity professional outlook and always service with a smile. Highly recommended to support you on your mortgage journey.

      James Whitcher

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    Stock data

    Value Move %
    FTSE 100 8139.83 60.970215 arrow 0.7546884 arrow
    FTSE ALL-SHARE 4423.59 35.649902 arrow 0.8124519 arrow
    FTSE MID 250 19824.16 222.17969 arrow 1.1334553 arrow
    FTSE 350 4470.09 35.75 arrow 0.80620795 arrow

    where we are

    01322 332009
    226 Bexley Road
    Northumberland Heath
    Kent DA8 3HB

    info@kellyfs.com

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    01322 332009