Kellyhill Financial Planning Limited

Lee Andersen 

Lee is an experienced Financial Adviser with a Diploma in Financial Planning, having established his own successful financial advice business in 2023. We’re delighted to announce that Lee is now joining Kellyhill Financial Planning.

Lee 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, he 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 and sports fan and also has a growing vinyl record collection. He enjoys playing his 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

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”.

Charlotte has vast knowledge and experience of administration duties with over 5 years’ experience. Her attention to detail and organisation skills is what sets her apart and allows the advisors in Kellyhill Financial Planning Ltd to run efficiently on a day-to-day basis, allowing all staff members to maximise their time spent with clients.

In her spare time Charlotte is a Tumble Coach at her local cheerleading gym. Charlotte was also part of Team Scotland Senior Cheer 2022/23 which competed in Orlando at the ICU Cheerleading World Championships. Outside her day day-to-day job as an Administrator for Kellyhill Financial Planning Ltd, Charlotte’s also an on-call Firefighter which clearly requires a high level of attention to detail and organisation skills!

Naomi McLean

Naomi is a financial adviser with a different kind of history! Qualified with a Diploma in Regulated Financial Planning, she first trained as a classical cellist, earning a double masters degree with double distinction. As such she knows what it takes to explore, pay attention to detail and seek out the best route or guidance in order to resolve a problem. She has a proven record of hard work and application to the task in hand. Being a musician and music coach has given her many transferrable skills such as focussing on the individual needs of her clients, thinking creatively, problem solving and being flexible. She also has great listening skills which are vital when the aim is to understand precisely the situation, goals and needs of a client.

Naomi is close to her family and understands the value of supporting and caring for loved ones, of knowing they will be safe long into the future, and she always has these interests close at heart when advising her clients. She is keen to better clients lives and puts them first – she believes that what she does should genuinely help the client to reach their goals. To do this, she feels it is essential to be curious about their needs and to continually learn and keep pace with industry developments.

Aside from guiding people with their finances, Naomi enjoys looking after her twin baby nephews, organising events and creative writing.

She is keen to improve people’s relationship with money, allowing them to have a wider understanding of their circumstances and giving them confidence in their decisions so that they are on a clear path to maximise their capabilities.

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