John Kelly

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

see less...

1 more...

Education

• The University of Manchester
• John Fisher School

Recommended

12 people have recommended John

Connections

107 connections

Industry

Financial Services

Websites

• My Company
• My Company

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 could also see a great opportunity to help professionals help their clients using my own earlier experinece in practce. 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; 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

John Kelly’s Experience

• Managing Partner

  Square One Financial Planning LLP

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

  February 2003 — Present (6 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 1988 — April 2003 (14 years 7 months)

• Audit Manager

  Greenaway & Co

  (Accounting industry)

  1987 — 1988 (1 year)

• Partners Assistant

  FW Stephens & Co

  (Financial Services industry)

  1985 — 1987 (2 years)

• Trainee accountant

  Stoy Hayward

  (Partnership; 201-500 employees; Accounting industry)

  October 1981 — December 1984 (3 years 3 months)

John Kelly’s Education

• The University of Manchester

  BA , Economics , 1978 — 1981

• John Fisher School

  1970 — 1978

Additional Information

John Kelly’s Websites:

• My Company
• My Company

John Kelly’s Interests:

Sailing, astronomy, cookery

John Kelly’s Groups:

First Friday lunch club

•    Institute of Chartered Accountants in England and Wales (ICAEW)
•    BDO Stoy Hayward 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