You create the memories and we will protect your future


Kalon Estate Planning offers a first-class personal service that is totally focussed on helping people achieve their own individual goals through their financial planning. We work with people and businesses across the UK, you can be assured we’ll be available when you need us.

Our mantra is ‘enriching lives and futures’ stemming from our ethos of keeping our client’s financial wellbeing at the heart of everything we do.

We recognise that each client’s situation is unique and we therefore focus on providing bespoke solutions tailored to our client’s individual needs and objectives.

Above all we know that the relationships we build with our clients today is what sets us apart tomorrow.

Our services include Wills & Estate Planning, mortgages, pensions, investments, home insurance, personal protection, business finance, business insurance or commercial mortgages, corporate solutions and more.