Independent Financial Adviser
Tobias Kelly
Independent Financial Adviser based in Weymouth, advising on pensions, investments and protection.
Alexander House
Clear advice
National support
Regulated planning
Advisers
Tobias Kelly
Independent Financial Adviser
Weymouth
DipPFS
Toby grew up on Portland, Dorset. He spent about 18 years in London with financial advice firms, working from the post room through to adviser, and returned to Dorset after 2020. He is based in Weymouth.
He is diploma qualified and advises on pensions, investments and protection, with an emphasis on understanding what the client wants to achieve and reviewing the plan as life changes.
Areas of focus
PensionsInvestmentsProtection
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