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”.

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”.

Naomi McLean – Financial Adviser

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”.

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”.

Brad Davis – Non-Executive Director

Brad joined the board of directors in September 2024 to provide strategic support and guidance to Kellyhill. With over 20 years of financial industry experience in various leadership roles including performance optimisation and relationship management at Barclays, Brad is well positioned to help Kellyhill operate and grow in the most appropriate 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”.