Robert Forster

Leading one of the top independent financial planning practices in Northern Ireland gives me a lot of pleasure, seeing the other advisers grow in expertise and experience as they interact with their clients, and also addressing the challenges that face our industry.

For me, financial planning is all about people. You need to show a genuine concern and empathy with clients, who will then be confident to open up their lives and allow you to help them plan systematically for the ‘what if’s of life.

I began as a tied sales agent and spent 25 years in that environment. During that time I enjoyed various roles: sales, team building & management, compliance, and training.

I perceived how the financial advice market was changing, and made the move to become an independent financial adviser (IFA), which seems to me to be the optimum way to engage with clients.

Following several successful years as an IFA, we set up Kellands Northern Ireland Ltd in February 2003. The firm now has a vibrant team of financial advisers plus support staff; we also have a separate practice offering mortgage advice.

A particular focus at present is wealth management, and Kellands has exclusive arrangements with other professional fund managers and product providers for investment and tax planning.

Contact Robert