Contact Details

Ivor Kellock

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Company Details

Kellock Wealth Management
4 Thirlestane St Albans Herts
AL1 3PF

01727 870613

About Kellock Wealth Management

Wealth Management - sustaining, growing and protecting long-term family wealth. A Combination of business consultancy², taxation advice², legal services², investment management, cash management¹, lending¹, insurance, & estate planning¹.

¹ The Financial Services Authority does not regulate certain aspects of these; taxation and trust advice, certain types of 'Buy-to-let' mortgages, certain methods of raising finance and does not regulate ² these areas at all.

"How Much Is Enough?"

"How Much Is Enough" is our focused approach to assessing your real financial needs and whether your business will provide all that you aspire to and require.

Wealth Creation managing your own business.

You're managing a business for your enjoyment and 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's too optimistic 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 maintain your lifestyle and leave a lasting legacy.

Whether you are currently growing your business by organic means or acquisition.
Looking to exit by trade sale or MBO.
Perhaps you've lost focus & looking for direction.
You're buying into a business for the first time and not sure of the purchase price.

We have over 20 years experience from industry sectors such as Accountancy, Law, Financial Advice, Insurance, Industry, Leisure, International and Charitable Organisations.

Specilaised tax planning*,
Nobel prize winning investment strategies,
Award winning investment managers,
Harvard Business School training and mentoring material available,
Ashridge Business School graduate.
A variety of business funding sources including Business Angels.

What will your Exit Strategy be?

What will your legacy be?

*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