John Kelly

Wealth Management Consultant
About John

I have worked in the financial services industry since 1989 for some of the UK’s largest financial services and investment companies including Aegon and Old Mutual as well as national accountancy firm PKF, now part of BDO.

This has given me a considerable amount of practical knowledge, expertise and insight into financial planning. My particular expertise lies with business owners and high-net-worth individuals who are looking for advice on retirement planning and inheritance tax, as well as providing common-sense investment opportunities to grow client portfolios across a wide variety of asset classes.

When not advising clients you can find me running, cycling or playing my vast (my wife’s description, not mine) collection of guitars, having travelled around the UK playing in various tribute bands. 


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