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| Full Business Details |
| Email Address: |
ivor@kwm.cc |
| Business Name |
Kellock Wealth Management |
| Website: |
www.kwm.cc |
| Contact Name: |
Ivor Kellock |
| Business Address |
4 Thirlestane |
| Town |
St Albans |
| Postcode |
01727 870613 |
| Business Sector |
Business Planning and Strategy |
| Telephone |
01727 870613 |
| Fax |
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| Company Logo |  |
| Business Type |
Wealth Management |
| Keywords |
Investment Management, Investment advice,Wealth Management, Corporate finance, Financial Advice, Financial Planning, Business planning, Pensions, Venture capital, Private equity, Mortgages, Will writing, Tax planning, Exit strategy, Raise money, |
| Description |
By acurately answering the question How much is enough; you are provided with a focus for your aspirations, business plan, growth plans, succession, exit strategy & legacy.
Will your business provide you with all that you aspire to and require?
Wealth Creation through managing your own business.
You are managing and building a business for your future security.
Experience tells us that as an entrepreneur you are optimistic by nature. This means that your own business valuation is likely to be optimistic too. If it is where will this leave you in the future?
Our assessment will map out your financial future ensuring you Realise The Maximum Value From Your Business.
Whether you are currently growing your business by organic means or acquisition.
Looking to exit by trade sale or MBO.
Perhaps you have lost focus & looking for direction.
You are buying into a business for the first time and not sure of the purchase price.
At whatever stage you are at in your life we will provide you with focus and clarity.
We can not be all things to all people therefore we have partnered with a business mentor to ensure your business plan and strategy work for you.
We have partnered with an HR consultancy to realise the value from your human capital - likely your largest investment.
http://www.smmentors.com Nicholas Fraser
http://www.beststarthr.com Anita Wynne Dafydd Wynne
Having established the target value you want to realise we will then provide you with discrete & private advice focussed on your financial life. Tax planning*, varied investment strategies and contrarian views all aim to add value to your business and your wealth whatever the economic forecasts say.
We support Social Enterprise such as Community Interest Companies.
Blending your values with your financial life.
We believe increased happiness can be acheived by blending your values through your wealth.
Our business is dependent on your future.
We are a fee based practice.
We will take a holistic view.
We have over 20 years experience from industry sectors such as Accountancy, Law, Financial Advice, Insurance, Industry, Leisure, International and Charitable Organisations.
Access to: specilaised tax planning*, Nobel prize winning investment strategies, award winning investment managers, Harvard Business School training and mentoring material, a variety of business funding sources including Business Angels.
What will your Exit Strategy be?
What will your legacy be?
Only The Paranoid Survive - Andy Grove - Intel
We make a living by what we get –
We make a life by what we give - Winston Churchill
Action without vision is only a way of passing the time
Vision without action is only a dream
Vision with action can change the world - Nelson Mandela
*The FSA do not regulate tax advice
Kellock Wealth Management is a trading style of:
Trinity House Financial Planning Limited
Highland Suite, Great Hollanden Business Centre, Mill Lane, Underriver, Sevenoaks, Kent TN15 0SQ which is Authorised and Regulated by the Financial Services Authority
Registered in England No 4740530
Registered address as above |
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