Grace Kelly-Speck

Grace is PA to the directors Robert Forster and Jonathan Finlay. She is responsible for looking after their diaries and arranging meetings with their clients, she is also their Para Planner. This role entails reviewing the client fact finds and ascertaining what gaps they may have in their financial planning needs and then researching the best product and provider for these needs. She will then produce the full advice pack for clients, obtaining illustrations and formulating the client specific recommendation reports.

Grace joined Kellands in 2007 after having been with Bank of Scotland Investment Service (HBOS) for 9 years where she developed a high level of knowledge within all financial service sectors, starting from an administration role to progressing to a sales role were as a Client Manager she dealt with high net worth clients. The range of expertise during her time with Bank of Scotland Investment Service spanned Inheritance Tax Planning/Wealth Preservation, Strategic Investments Planning and Protecting clients and their families by selecting the correct cover needed. The knowledge gained during this time has helped greatly with the clients she now deals with in Kellands Northern Ireland Ltd.

Contact Grace