Tobias Kelly

Tobias Kelly

Independent Financial Adviser

Location: Portland, Dorset

Qualification: DipPFS

Favourite Quote: "Do what you can, with what you have, where you are" – Teddy Roosevelt

Toby grew up on Portland and moved to London when he was 19, where he spent around 18 years working for several high profile financial advice companies, gathering knowledge across the sector, starting in the post room and working his way up to being an Adviser. 

He is especially interested in helping people understand their financial position and the importance of getting to know a client, what it is they are looking to achieve and having a long-term professional relationship with clients helps address any changes, as and when they may occur. He has helped clients in many areas of financial planning over the years, such as pensions, investments and protection.

Following the lockdowns of 2020 he moved back to Portland and now has a young family. They enjoy beach days, boats and anything else to do with the sea.