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Kelsall Steele Investment Services

Financial Services

Specialities :
Wealth management
Financial planning
Advice for professionals and business owners
Retirement planning
Investment planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Kelsall Steele Investment Services

What does Kelsall steele investment services do?+

Based in Cornwall, Kelsall Steele Investment Services is a specialist, award winning wealth management firm established more than 25 years ago to deliver comprehensive financial planning and investment advice. Today, we are responsible for the oversight and management of almost 200 million in client assets. Today, the ambitious team includes dedicated Independent Financial Advisers, as well as paraplanners and administration team, committed to remaining at the forefront of solution design - helping successful individuals and businesses to achieve everything that is important to them

What are Kelsall steele investment services's specialties? +

Wealth management,financial planning,advice for professionals and business owners,retirement planning,investment planning,trust and tax planning,inheritance tax mitigation,and life assurance and protection

What is Kelsall steele investment services's industry? +

Kelsall steele investment services operates in the Financial services industry.

What is Kelsall steele investment services's revenue? +

Kelsall steele investment services's revenue is 11m - 100m

What is Kelsall steele investment services's company size? +

Kelsall steele investment services has 11 - 50 employees.

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