Kelsall Steele Investment Services
Kelsall Steele Investment Services is a wealth management firm based in Cornwall, providing financial planning and investment advice. Established over twenty-five years ago, the firm manages more than £200 million in client assets.
- Wealth management
- Investment advice
- Financial planning
- Corporate pension schemes
- Auto-enrolment consultancy
- Employee benefits and protection
Competitors
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
Harris Begley Financial Planning offers a holistic approach to financial planning, providing a comprehensive range of services to help clients achieve their financial and life goals.
Brooks Financial Planning Limited is a financial advisory firm that focuses on helping clients achieve their financial goals through personalised advice and long-term relationships.
Company Details
Kelsall Steele Investment Services is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
13
8
7
4
1
1
1
Office Superviser • Joined Apr 2013
Financial Services Administrator
Financial Services Administrator
Senior Financial Services Administrator/Paraplanner/ Workplace Pensions • Joined Jul 2007
Paraplanner • Joined Aug 2011
Independent Financial Adviser • Joined Sep 2022
Paraplanner Support • Joined Sep 2022
Financial Planner • Joined Jun 2001
Independent Financial Adviser • Joined Dec 2022
Financial Services Administrator
Financial Services Administrator
Paraplanner • Joined Aug 2011
Independent Financial Adviser • Joined Sep 2022
Financial Planner • Joined Jun 2001
Independent Financial Planner • Joined Dec 2022
Independent Financial Advisor • Joined Mar 2023
Independent Financial Advisor • Joined Jul 2019
Financial Services Administrator
Financial Services Administrator
Office Superviser • Joined Apr 2013
Office Superviser • Joined Apr 2013
Paraplanner Support • Joined Sep 2022
Paraplanner • Joined Aug 2011
Independent Financial Adviser • Joined Sep 2022
Financial Planner • Joined Jun 2001
Independent Financial Planner • Joined Dec 2022
Independent Financial Advisor • Joined Mar 2023
Retired • Joined Aug 2024
Independent Financial Advisor • Joined Jul 2019
Senior Financial Services Administrator/Paraplanner/ Workplace Pensions • Joined Jul 2007
View 13 members