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Michelle Monck

Michelle Monck

Consumer Finance Expert
Published: 12/05/2021
Tax forms has announced the appointment of Kellands Hale, Chartered Financial Planners as its preferred financial planning advice firm.

The initial launch of and Kellands working together sees users prompted to get in touch with a dedicated financial planner via

Visitors to can access a free one-hour consultation with Kellands to discuss their investment, tax and estate and retirement planning needs (subject to eligibility).

This includes advice and planning needs across the whole spectrum of investment advice, retirement planning advice and tax & estate planning advice requirements, from a firm that is completely independent and can offer clients the very best unbiased financial advice. This is complemented by whole of market choice, to ensure the correct customer outcome.

Starting life as a six-page factsheet and newsletter in 1988, Moneyfacts was created as a way for ordinary consumers to compare financial products quickly and easily. Three decades on from its birth, Moneyfacts has grown into Moneyfacts Group, which includes

Kellands Hale is a family run firm providing financial advice nationwide for over 30 years. This new, innovative offer leverages the respective strengths of Moneyfacts and Kellands to create a compelling service for individuals and business owners looking for market-leading financial advice.

Guy Kelland, Managing Director of Kellands Chartered Financial Planners, said: “We are very excited to be appointed the preferred financial planners of Moneyfacts – it is an established and trusted brand in the consumer finance space and one that is so well-known and trusted by all. This relationship is all about helping to improve the position of users across investment planning, retirement planning and tax & estate planning needs – ensuring customers receive the best possible holistic financial planning advice for their individual needs and circumstances – whether this is in person or done virtually via technology, over the phone or screen to screen, across the whole of the UK.”

Michelle Monck, Head of Digital at Moneyfacts, said: “ is pleased to announce Kellands Chartered Financial Planners, as our preferred financial planning advice partner. Those visiting our site looking for advice on investments, retirement or tax & estate planning needs will now have the option to seek advice with the experienced and highly qualified financial planners at Kellands.”


Free review of your savings and investments

Visitors to can access a free one-hour consultation to review their savings and investments from award winning, independent advisers Kellands Hale. Their experts can help savers to assess their investment options and to find the best possible returns.

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Information is correct as of the date of publication (shown at the top of this article). Any products featured may be withdrawn by their provider or changed at any time. Links to third parties on this page are paid for by the third party. You can find out more about the individual products by visiting their site. will receive a small payment if you use their services after you click through to their site. All information is subject to change without notice. Please check all terms before making any decisions. This information is intended solely to provide guidance and is not financial advice. Moneyfacts will not be liable for any loss arising from your use or reliance on this information. If you are in any doubt, Moneyfacts recommends you obtain independent financial advice.

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