About Kellands (gloucester) limited
Kellands (Gloucester) Limited: Your Trusted Partner for Financial Planning and Investment Advice
Kellands (Gloucester) Limited is a leading independent financial advisory firm that has been providing expert financial planning, investment advice, tax planning, retirement and specialist pension transfer advice to clients for over 30 years. The company is based in Gloucester, UK and has a team of highly qualified and experienced Independent Financial Advisors (IFAs) who are committed to helping clients achieve their financial goals.
At Kellands Gloucester, we understand that every client's situation is unique. That's why we take the time to get to know our clients personally so that we can provide tailored solutions that meet their specific needs. Our team of IFAs have extensive knowledge of the financial markets and are dedicated to staying up-to-date with the latest industry trends and regulations.
Our Services
We offer a wide range of services designed to help individuals, families, businesses and trusts achieve their financial objectives. Our services include:
Financial Planning: We work with our clients to develop comprehensive financial plans that take into account their current situation as well as their long-term goals. Our advisors will help you identify your priorities, create a budget plan, manage your debt effectively while also ensuring you have adequate insurance coverage.
Investment Advice: We provide expert investment advice on various asset classes including equities, bonds or fixed income securities as well as alternative investments such as hedge funds or private equity funds. We also offer portfolio management services where we manage your investments on your behalf.
Tax Planning: Our advisors will work with you to develop tax-efficient strategies aimed at reducing your tax liability while maximizing your wealth accumulation potential.
Retirement Planning: We help our clients plan for retirement by developing customized strategies aimed at achieving their desired lifestyle in retirement while also ensuring they have adequate income streams throughout retirement.
Specialist Pension Transfer Advice: If you're considering transferring out of a defined benefit pension scheme, our advisors can provide specialist advice to help you make an informed decision.
Why Choose Kellands Gloucester?
At Kellands Gloucester, we pride ourselves on providing exceptional service to our clients. We are committed to building long-term relationships with our clients and helping them achieve their financial goals. Here are some reasons why you should choose us:
Expertise: Our team of IFAs have extensive knowledge of the financial markets and are dedicated to staying up-to-date with the latest industry trends and regulations.
Tailored Solutions: We take the time to get to know our clients personally so that we can provide tailored solutions that meet their specific needs.
Transparency: We believe in being transparent with our clients about fees and charges so that they can make informed decisions about their finances.
Independent Advice: As an independent firm, we have no ties or affiliations with any product providers or investment companies. This means that we can offer unbiased advice based solely on what's best for our clients.
Conclusion
Kellands (Gloucester) Limited is a leading independent financial advisory firm that has been providing expert financial planning, investment advice, tax planning, retirement and specialist pension transfer advice for over 30 years. Our team of highly qualified and experienced IFAs are committed to helping clients achieve their financial goals by providing tailored solutions designed specifically for them. If you're looking for a trusted partner who will work with you every step of the way towards achieving your financial objectives, look no further than Kellands Gloucester!