John Kelly

Managing Partner, Square One Financial Planning LLP

Redhill, United Kingdom

Current
  • Managing Partner at Square One Financial Planning LLP
Past
  • Managing Partner at Kellys, Chartered Accountants
  • Audit Manager at Greenaway & Co
  • Partners Assistant at FW Stephens & Co
  • Trainee accountant at Stoy Hayward
Education
  • The University of Manchester
  • John Fisher School
Connections
56 connections
Industry
Financial Services
Websites

John Kelly’s Summary

Chartered Accountant and Financial Adviser. Having spent 22 years in practice I decided to move into financial services because I could see a great opportunity to help other professionals help their clients while generating extra fee income. I could also see that bringing the ethics of a Chartered Accountant into financial services would be of great benefit to their clients.

I am the author of the IHT guide "Keeping the Taxman out of your Home" which is available to download from our website

John Kelly’s Specialties:

Setting up financial services operations for accountancy and law firms
Inheritance tax planning


John Kelly’s Experience

  • Managing Partner

    Square One Financial Planning LLP

    (Partnership; 11-50 employees; Financial Services industry)

    February 2003Present (5 years 6 months)

    Development of joint ventures IFA businesses with small accountancy firms

  • Managing Partner

    Kellys, Chartered Accountants

    (Partnership; 11-50 employees; Accounting industry)

    October 1988April 2003 (14 years 7 months)

  • Audit Manager

    Greenaway & Co

    (Accounting industry)

    19871988 (1 year)

  • Partners Assistant

    FW Stephens & Co

    (Financial Services industry)

    19851987 (2 years)

  • Trainee accountant

    Stoy Hayward

    (Partnership; 201-500 employees; Accounting industry)

    October 1981December 1984 (3 years 3 months)


John Kelly’s Education

  • The University of Manchester

    BA, Economics, 19781981

  • John Fisher School

    19701978


Additional Information

John Kelly’s Websites:

John Kelly’s Interests:

Sailing, astronomy, cookery

John Kelly’s Groups:

First Friday lunch club


John Kelly’s Contact Settings

Interested In:

  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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