From our offices in Cheadle Hulme, Keyline Financial Solutions Ltd provides independent financial advice to mainly private clients as well as professional trustees around the south Manchester and Cheshire area.
The Directors have over 50 years of collective experience in the financial services industry and use this knowledge to provide tailored investment solutions to people approaching or in retirement.
As Independent Financial Advisers our aim is to always offer our clients the best value as the solutions and products we recommend have been sourced from the whole marketplace of product providers.
All clients value professional expertise but as well as this our staff are friendly, approachable and here to help.
Our main aims are:
- to provide a personal and professional service to our clients
- to surpass client expectations
- to provide reports and advise using langauge you will understand
- to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
- to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.
What makes us different?
Our clients are the focus of everything we do. We are passionate about helping them achieve their goals and our aim is to make them feel financially secure.
We are proud of the fact that the majority of our clients have been introduced to us by personal recommendation or via a professional introduction from solicitors or accountants.
We use the latest technology which allows our clients to view their investments and legacy policies in one place. This means keeping track of your portfolio becomes a simple task with online access and valuations in “real time”.