John Kelly

John Kelly

John Kelly

John’s particular expertise lies with business owners and high net worth individuals who are looking for advice on pensions, retirement planning and inheritance tax. The application of his knowledge to specific client scenarios is particularly valued. He also uses his investment experience to provide common-sense opportunities to grow client portfolios across a variety of asset classes.

Pensions
1 July 2015

John Kelly and Martin Jarvis consider the pension flexibility changes and their impact on SIPPs and SSASs