Managing Partner, Square One Financial Planning LLP
Redhill, United Kingdom
- Current
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- 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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7 people have recommended John - Connections
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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
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Managing Partner
Square One Financial Planning LLP
(Partnership; 11-50 employees; Financial Services industry)
February 2003 — Present (5 years 6 months)
Development of joint ventures IFA businesses with small accountancy firms
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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, 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
