Financial Planning For You

At Kellands, we specialise in investment planning, retirement planning, inheritance tax planning plus mortgages as well as protection and life assurance.

However our approach is somewhat different.  We take a holistic approach to financial planning, looking to advise according to your own particular circumstances and life objectives, whilst taking into account your financial affairs as a whole.

Our aim is to provide you with lifetime financial support, with continuous reviews along the way as your circumstances and needs change.

At Kellands Gloucester, we pride ourselves on both our flexibility and our ability to offer you a high quality investment advice service tailored to your needs.

Tax planning should be at the heart of all your financial planning. At Kellands, we aim to develop tax and estate planning strategies that can help you manage your affairs in the most tax-efficient way.

Retirement planning is an important part of your overall financial planning. The need to accrue sufficient funds to generate income for your retirement has never been greater - and the cost of delay in retirement planning has been well documented.

Protection planning is a key element in the financial planning process.  Life Assurance and critical illness are very effective products and can make a big difference to the lifestyle of your loved ones should the unexpected happen.

When you need to take out a mortgage, whether you are a first time buyer, moving to a new home, buying a holiday home, remortgaging or buying to let, comprehensive mortgage planning is essential.

If you are looking for socially responsible investments, our financial advisers can help create bespoke investment portfolios for you, incorporating your financial objectives as well as your individual ethical, social and environmental priorities.