About Us
We have been advising clients for many years on all aspects of Protection, Savings and Investments, Pensions and Mortgages, and have combined experience of well over 100 years. We have built a significant client base of satisfied customers, many of which are happy to refer us on to family and friends.There are times when it can prove difficult to establish your true financial needs and you may want an expert to consider whether or not your finances are in order or to point out if you need to take some action. Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we and our advisers have built up over the years.
We offer a free, no obligation consultation to consider your personal circumstances, and our advisers are available to meet in person at your home, place of work, here at our Offices, or if you would prefer it is possible to hold a consultation over the telephone.
Simply contact us to arrange for a consultation or quotation, so we can provide information, or simply compare products and prices. Don’t forget, if you need any help, just contact us on 01482 658989 or complete our contact form and one of our Advisers will contact you directly.
Our People
The success of Kirk Ella Investments Ltd is purely down to the staff that work at Kirk Ella Investments Ltd.We have a wealth of knowledge and experience from various backgrounds within the financial services industry.
Below are the names and positions of all the staff.
Shane Beardsley
Rodney Newton
Paul Roberts
Grant Dymond
Deana Lee
Peter Williamson
Margaret Fielding
Rodney Newton
Paul Roberts
Grant Dymond
Deana Lee
Peter Williamson
Margaret Fielding
Managing Director
Managing Director
Independent Financial Adviser / Company Secretary
Independent Financial Adviser
Independent Financial Adviser
Business Development Manager
Support Manager
Managing Director
Independent Financial Adviser / Company Secretary
Independent Financial Adviser
Independent Financial Adviser
Business Development Manager
Support Manager
