About Us
Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is driven by your needs and our aim to please.
What you can expect from us
- Long term relationship based advice - we're with you every step of the way
- Working in partnership with our clients
- Honest and proactive
- A goal based approach with a focus on results
- Access to managed portfolios
- A focus on YOU
- A focus on achieving and maintaining your desired lifestyle
What we expect from you
- Complete disclosure – we need to fully understand your current financial situation
- Input into the process
- Questions asked if something doesn't make sense
- Honest feedback on our service
- A commitment to working with us going forwards
Our team
Our Hayden Kilkelly objective, in order to give us the job satisfaction we crave, is to:
- Provide a financial planning service to our clients that we would want to receive ourselves
- Provide a service to our clients that is value for money and continually adds value to their lives
- Provide a service level to our clients that results in them making referral recommendations to us
- Provide a financial planning service free from unwanted restrictions
- Provide a service that results in long-term, valued relationships
- Obtain and maintain for Hayden Kilkelly a reputation; amongst clients, peers, and professional connections; for being a well-run, ethical, respected, honest business
- To be the “go-to” IFA business for professional connections
