Award-winning, independent wealth management — tailored for you.
At Kelly East Wealth Management, I combine expertise, transparency, and personalised service to help you make confident financial decisions. I work with each client directly, providing bespoke advice and ongoing support.
How It Works
1. Complimentary Initial Consultation
Start with a free, no-obligation meeting — at your home, workplace, or via video call. I’ll listen to your goals, review existing plans, and understand your priorities. This confidential session gives a clear snapshot of your current financial situation and future ambitions.
2. Tailored Research & Analysis
I conduct a thorough review of your current investments, pensions, and protection plans. Every policy is assessed for performance, costs, risks, and alignment with your goals. You’re kept informed throughout, in clear, jargon-free language.
3. Bespoke Financial Planning Report
You’ll receive a personalised report detailing:
- Recommended strategies and why they suit you
- Potential risks and how they’re managed
- Costs in percentages and monetary terms
- Cash flow forecasts for future planning
Initial Advice Fees:
- 3% on the first £100,000 invested
- 2% on the next £100,000 – £200,000
- 1% on any remaining balance
- Minimum fee: £600
Example: £250,000 investment → £5,500 total fee
Fees are usually paid directly from your investments or pensions.
4. Implementation
I manage all paperwork, liaise with providers, and ensure your plans are set up smoothly. Once complete, you receive all documents and a clear summary — making the process stress-free.
5. Ongoing Advice & Reviews
Financial planning is a journey — life, markets, and goals change. My ongoing service ensures your plan evolves with you.
Ongoing Fees (FuM):
| Investment | Fee | Service |
|---|---|---|
| Up to £400,000 | 0.75% | Annual face-to-face review, performance updates, plan adjustments, consultations with specialist advisers if needed. |
| Above £400,000 | 0.7% | Same as above, tailored for higher investments. |
Why Ongoing Advice Matters
Financial planning isn’t a one-off task — it’s continuous. Life changes, markets fluctuate, and legislation evolves. Without regular review, even the best plan can drift off course.
Ongoing advice ensures your strategy adapts as your life evolves — career changes, family growth, inheritance, approaching retirement. Regular reviews also help you respond to market movements, interest rate changes, and investment performance variations — protecting your wealth and keeping you on track toward your goals.
Exceptional Value for Money
Ongoing advice isn’t an extra cost — it’s an investment in security, peace of mind, and long-term growth.
Benefits:
- Proactive wealth management optimising investments continuously
- Cost efficiency — early action on tax, pensions, or investment opportunities saves more than the fee
- Tailored support aligned with your circumstances and ambitions
- Stress-free oversight — all paperwork handled for you
- Peace of mind with award-winning advice
Ongoing advice transforms your financial plan from a static document into a dynamic strategy — helping you make confident decisions, minimise risks, and stay on track for the life you want.
Your Peace of Mind
Clear, honest advice. Exceptional service. Genuine care.
At Kelly East Wealth Management, I don’t just manage money — I help you build confidence, freedom, and security to live the life you want.
How are fees paid?
Initial and ongoing advice fees are normally paid directly from the pension or investments we have arranged for you. For pensions, the fee is normally deduced from your pension pot and then paid to us. You can also choose to pay us directly from your bank account if you prefer.
*Vat is not charged on our regular advice service