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Steve Kelland Chairman

Steve Kelland

Chairman

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Carole-Ann Rowley marketing director

Carole-Ann Rowley

Marketing/PR Director

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Wayne Neville General Manager

Wayne Neville

General Manager/Executive Consultant

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Lynne Sampson Financial Controller

Lynne Sampson

Financial Controller

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Louise Smith Administration Manager

Louise Smith

Office Manager

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Russell Collins

Executive Consultant

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Matt Hodges Financial Planner Chartered

Matt Hodges

Financial Planner Chartered ALIBF

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Sian James financial planner

Sian James

Financial Planner

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Andrew Jamieson Chartered Financial Planner

Andrew Jamieson

Chartered Financial Planner

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Mark King Executive Consultant

Mark King

Executive Consultant Dip PFS CCBI

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Nigel Murphy Executive Consultant

Nigel Murphy

Executive Consultant

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Louie Recine Executive Consultant

Louie Recine

Executive Consultant

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Thomas Roberts Financial Planner

Thomas Roberts

Financial Planner

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Owen Tucker Chartered Financial Planner

Owen Tucker

Chartered Financial Planner

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Mark Williams Executive Consultant

Mark Williams

Executive Consultant

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Clare Ball, Paraplanner Gloucester

Clare Ball

Paraplanner

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Oskar Chojaczyk

Paraplanner

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Cass Baxendale Corporate Services Manager

Cass Baxendale

Corporate Services Manager

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Veronica Clack

Adviser Support Administrator

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Ben Sheldon, Adviser Support Administrator

Ben Sheldon

Adviser Support Administrator

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Alex Dearsley Executive PA

Alex Dearsley

Executive PA

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Stacey Smart Corporate PA

Stacey Smart

Corporate PA

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Amanda Smith Adviser Support Administrator

Amanda Smith

Adviser Support Administrator

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Susie Watkins Kellands Cheltenham

Susie Watkins

Executive PA

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News Feed

23/7/2026

UK millionaires ask Andy Burnham to tax them more

Former footballer Gary Lineker and producer Brian Eno write to the new PM telling him "we can afford it".

News & Views

July 7, 2026

Protecting your digital legacy: why your Will should cover more than your home and savings

Learn why digital assets should form part of your estate planning and discover practical steps to protect your digital legacy.
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