At Keillor & Co we aim to provide a professional yet friendly service where clients feel comfortable enough to approach us with any financial matter. We focus on building a close relationship with our clients, getting to know them individually so that we can advise the most suitable solutions to ensure that clients remain financially well organised both now and into the future.
Our service includes:
- Retirement Planning
- Building and Preserving Capital
- Financial Protection Against Risk
- Managing Cash and Borrowings
- Reducing the Impact of taxation
Our promise to clients is to review their financial situation regularly to ensure financial plans remain relevant to their specific targets.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.