Kellyhill Financial Planning Limited

About Us

Our Company

Bio

Your life, your dreams, your future - at Kellyhill Financial Planning, we’re here to make it all possible. We believe in creating bespoke financial plans that are as unique as each client, designed to support you and your family, meeting your personal goals, ambitions and values.

We are proud to have chosen M&G as our partner network. By providing restricted advice, we simplify the complexities faced by many people when planning their financial futures. The products we offer you are continuously researched and monitored to ensure that we can offer the most appropriate financial solutions to our clients. This focused approach allows us to offer tailored strategies that align closely with your specific needs, ensuring clarity and precision in our recommendations. We take the time to listen and learn about your unique story, creating personalised financial solutions that reflect your individual goals.

We want to be your single point of contact for all financial matters. With a commitment to transparency and understanding, we work alongside you and your family to simplify the complexities of financial planning so you can focus on what matters most. With a combined financial experience of over 70 years across our team, our mission is to build meaningful relationships with our clients, recognising that your financial journey is about more than just numbers - it's about your life, your dreams and your future.

Alex Hill – Director

Alex is an experienced Financial Adviser with over 15 years in the financial industry and a Diploma in Financial Planning.

After 5 successful years as a manager with Prudential Financial Planning, Alex was delighted to establish his own financial advice business, Kellyhill Financial Planning, as part of The Advice Partnership from Prudential.

Alex helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Alex provides sound, personal and expert advice.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Brad Davis – Business & Project Manager

Brad joined Kellyhill in September 2024 to provide strategic planning support to Kellyhill in addition to having oversight of the day-to-day business operations. With over 20 years of financial industry experience with Barclays in various leadership roles including performance optimisation and relationship management, Brad is well positioned to help Kellyhill operate and grow in the most optimal way – keeping our clients at the heart of everything we do.

Outside of work, Brad enjoys playing and watching sport including football and golf. He is married and lives in Coventry with his wife Carly, two children Lauri and Georgie and their Romanian rescue dog Larry.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Lyle Douglas – Financial Adviser

Lyle brings a wealth of experience having worked in financial services and Investments for over 9 years, with Standard Life, Prudential and laterally with M&G. Lyle’s passion for helping people, together with his knowledge and experience of the financial services industry means he’s well placed to support clients with their financial planning needs.

Outside of work, Lyle enjoys keeping fit, socialising with friends and spending time with his daughter Freya.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Lee Andersen – Financial Adviser

Lee is an experienced Financial Adviser with a Diploma in Financial Planning who helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances. As a former secondary school teacher and leader, Lee has built a career out of helping others. Quite simply, Lee provides sound, personal and expert advice.

In his spare time, Lee enjoys spending time with his wife, Nicky, and two-year old daughter Hattie. He’s a keen runner who also enjoys watching sport and also has a growing vinyl record collection. He enjoys playing the guitar in his spare time having self-taught himself during lockdown.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Jake Manderfield – Financial Adviser

Jake joined the financial industry in 2013 and spent the first 7-8 years working for HSBC, where he spent time in the retail, business and wealth parts of the bank. Jake then spent 3 years working as a mortgage broker before starting life as a financial adviser.

Jake is passionate about providing financial advice and especially enjoys making the seemingly complicated world of finance make sense to everyone. Jake understands that it’s not financial products that excites people, but rather the successful approach to planning to help people achieve their dreams. The emotional side of advice, such as deciding where to go on a cruise in retirement or helping people get their children on the property ladder, rather than figuring out how much to put into an investment, is what makes Jake tick.

In his spare time Jake likes paddleboarding when the weather is kind (or rock climbing if not) and is partial to a spot of DIY. If Jakes not involved in these activities, and not walking the dog, he’ll probably be glued to his PC!

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Oliver Iveson – Financial Adviser

Oliver jumped at the chance to join the profession in 2020. He’s qualified with a Diploma in Financial Planning alongside a master’s degree in international law.

He’s passionate about the incredible value financial advice brings. He loves helping families enjoy their lives with confidence and security and is always on hand to help people with money.

Before moving into financial advice, Oliver worked for motorbike insurer, a national retailer, and worked on projects for apprenticeship providers and charities. Using his wide range of experiences, Oliver helps client families from all walks of life.

Outside of work, Oliver enjoys spending time with wife Becky and son Lucas. He watches and plays various sports and enjoys live music.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

John Marshall – Financial Adviser

John has over 16 years’ experience in the financial services sector, having worked at Prudential, HSBC and M&G while obtaining his finance degree and a diploma in regulated financial planning prior to becoming a financial advisor.

John’s experience and knowledge makes him ideally suited to ensuring clients can meet their financial goals, supporting them throughout any stage of their financial planning journey.

In his spare time, John enjoys spending time with his partner Ruth, their two children Lucas and Isabella and their golden retriever Riley. He is also an avid golfer and coaches a local youth football team.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Rachel McPhee – Team Administrator

Rachel is an experienced financial services administrator with over 14 years in the industry. She has supported advisers and clients across leading firms such as Prudential, St. James’s Place, Scottish Widows, and Prudential Financial Planning. With a strong eye for detail and a commitment to providing efficient, high-quality support, Rachel plays a key role in ensuring smooth day-to-day operations and excellent client service.

Outside of work, Rachel enjoys staying active at the gym and spending time with her husband Sean and their daughter Bella.

Joan Mayes – Team Administrator

Joan brings a wealth of experience to our administration team having worked in the Financial Services industry for over 20 years, supporting advisers and clients at firms such as Policy Services, St James’s Place, State Street and Prudential Financial Planning.

With a keen eye for detail, Joan is committed to providing high-quality support to ensure adviser and clients expectations are always met, if not exceeded!

Outside of work Joan enjoys spending time with family, primarily with her grandchildren as well as taking long walks with her three dogs.