Naomi McLean
Kellyhill Financial Planning Ltd
0203 551 0160
Based in Stockwell
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FCA Regulated
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Naomi has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Naomi has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
Qualified with a Diploma in Regulated Financial Planning, Naomi first trained as a classical cellist. 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. 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 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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Kellyhill Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.