Managing Partner at Square One Financial Planning LLP
Redhill, United Kingdom
- Current
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- Director at BG Wealth Limited
- Director at DKM Wealth Limited
- Director at Park Lane Financial Services Limited
- Managing Partner at Square One Financial Planning LLP
- Past
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- Managing Partner at Kellys, Chartered Accountants
- Audit Manager at Greenaway & Co
- Partners Assistant at FW Stephens & Co
- Trainee accountant at Stoy Hayward
- Education
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- The University of Manchester
- John Fisher School
- Recommended
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16 people have recommended John - Connections
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136
connections
- Industry
- Financial Services
- Websites
John Kelly’s Summary
Chartered Accountant and Financial Planner. Having spent 22 years in practice I decided to move into financial planning to help clients take control financially of their futures . I work primarily with business and retired clients.
I see a great opportunity to help professionals help their clients using my own earlier experinece in practice. I now work with solicitors and accountants to set up their own financial services companies.
I am the author of the IHT guide "Keeping the Taxman out of your Home" which is available to download from our website; and the developer of "The Plug and Play IFA" (tm); a unique system for professionals to enter the financial services market risk-free.
John Kelly’s Specialties:
Setting up financial services operations for accountancy and law firms.
Inheritance tax planning.
Investment planning.
Elderly client services, including wealth management and care planning.
Assisting trustees and attorneys with investment mangement.
John Kelly’s Experience
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Director
BG Wealth Limited
(Financial Services industry)
2008 — Present (1 year )
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Director
DKM Wealth Limited
(Financial Services industry)
2008 — Present (1 year )
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Director
Park Lane Financial Services Limited
(Financial Services industry)
June 2006 — Present (3 years 6 months)
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Managing Partner
Square One Financial Planning LLP
(Privately Held; Financial Services industry)
July 2003 — Present (6 years 5 months)
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Managing Partner
Kellys, Chartered Accountants
(Partnership; 11-50 employees; Accounting industry)
October 1988 — April 2003 (14 years 7 months)
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Audit Manager
Greenaway & Co
(Accounting industry)
1987 — 1988 (1 year )
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Partners Assistant
FW Stephens & Co
(Financial Services industry)
1985 — 1987 (2 years )
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Trainee accountant
Stoy Hayward
(Partnership; 201-500 employees; Accounting industry)
October 1981 — December 1984 (3 years 3 months)
John Kelly’s Education
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The University of Manchester
BA , Economics , 1978 — 1981
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John Fisher School
1970 — 1978
Additional Information
John Kelly’s Websites:
John Kelly’s Interests:
Sailing, astronomy, watching cricket, hillwalking, food and wine, travel by motorhome; and best of all family
John Kelly’s Groups:
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Institute of Chartered Accountants in England and Wales (ICAEW) -
BDO (UK) Alumni -
Senior Management Network
John Kelly’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
