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

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

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.

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See what our clients Say
About Us

  • 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

  • We have been using Paul and the team for many years, we’ve been through being first time buyers, remortgages, insurances, pensions, weddings and babies with the team. They are all a great bunch of people friendly, personable, reliable, always happy to help, offer advice and most recently being supportive when a stressed mummy was dismantling a wardrobe surrounded by boxes and two crazy children during half term whilst our solicitor couldn’t manage to get our mortgage completion statement correct the day before we were moving!! Michelle came to the rescue and everything slotted nicely into place. We couldn’t rate the service of the whole team enough. Paul, Michelle and Ellie thank you for all you do and have done for us, we will be back when our remortgage is due!

    Pauline Bird

  • Really friendly and well described advice. I didn't have to worry about anything, I just gave Paul the relevant info and he handled everything for me. Applied for my mortgage seamlessly and laid out life and contents cover after which was cheap and covered everything I needed.

    Grant Haines

  • 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

  • We used Kelly Financial for our mortgage and re mortgage. They were there every step of the way. Making the process so easy and stress free. I would recommend them to anyone looking to get a Mortgage. Thankyou to all of the staff. Keep up the good work.

    Cheryl Godwin Keeble

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FTSE 100 8204.89 17.429688 arrow 0.21288273 arrow
FTSE ALL-SHARE 4501.39 12.149902 arrow 0.27064496 arrow
FTSE MID 250 21234.16 140.82031 arrow 0.6676056 arrow
FTSE 350 4544.17 12.569824 arrow 0.2773816 arrow

where we are

01322 332009
226 Bexley Road
Northumberland Heath
Kent DA8 3HB

info@kellyfs.com

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