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"What our clients say"

Testimonials

The following are a sample of the testimonials we have received from our satisfied clients.

In this modern world, it is quite unusual to enable human interaction and great conversation and therefore I am very grateful that companies such as Kellands still exist.  Throughout my 30+ year career, I have never come across a pension adviser firm retained by an employer that has been so approachable, contactable, and human. Thank you, Kellands!

Chris – Fortinet

For someone like me, who has always found it difficult to take the time and trouble to understand the ins and outs of the multitude of financial products and investments available, it has been essential to engage the services of the like of Kellands. 

I have been with Kellands Gloucester for over 15 years, and have always felt well looked after, but particularly so in the last six since Matt Hodges took over my portfolio. The recommendations made by Matt led to my confidence in him growing quickly: he always listens to what my requirements are, has ensured my tax exposure is minimised, made maximum use of ISA allowances etc., and recommended suitable new providers when new investment opportunities have arisen. As a result, this has meant I have been able to (happily!) retire several years early. I am thus totally happy that my money is working well (within the constraints of my risk level, which is regularly reviewed of course), and I have no hesitation in endorsing both Matt and Kellands – highly recommended!

Dr TE Stinchcombe, Cheltenham

I first met Mark King in 2003 when I had just gone self-employed after being made redundant. We got talking and straight away I warmed to him as a genuine and pleasant person. We arranged a meeting and Mark sorted out various insurances for me, pulled my various pensions under one umbrella and invested both mine and my wife’s savings wisely, and he is always on the end of the phone for any questions or advice.

Mark is a man of the highest integrity and no matter your wealth you are treated with respect and empathy and I would have no question in recommending him. Apart from being our financial adviser he has become a dear friend which after 20 years speaks volumes.

Andrew and Sue Bush, Chalford, Gloucestershire

I have been a client of Kellands for over 20 years now and have relied on their guidance in investing my savings. For the last five years this guidance has been provided by Matt Hodges who has been very thorough in understanding my situation and aspirations.

Matt also makes sure we have regular reviews so that we can ensure my portfolio is still aligned with my objectives and always responds to any ad-hoc queries I might have. Over the years I’ve appreciated the unbiased advice I have received and the knowledge that there is expert financial knowledge only a phone call or email away.

Rob Bray, Tewkesbury

I have known Mark King for a good 25 years now and he has become an indispensable part of my financial landscape. What I have found most valuable about his advice is that it is always given in the context of my life circumstances and therefore feels entirely bespoke. I am also extremely grateful for his attention to his smaller clients, like me and my son.

The best testament I can give is I am always immensely relieved after a meeting with him and know that things have been ‘sorted’. 

Andrew Carnegie, Presteigne, Powys

I have known Mark King for over 25 years, and he was recommended by friends. Mark is not just a Financial Adviser, he is a friend, and helped me enormously when my late husband passed away a few years ago. Mark was able to advise me, giving me guidance and support with all the financial information I needed. He is very thoughtful, sincere, and always responds to any concerns I may have quickly.

My daughter and her family also use Mark and are pleased with all the advice they have received over the past few years.Mark is an asset to Kellands with his wealth of knowledge and expertise. 

Mrs C Sheppard Purton, Wiltshire

I was introduced to Mark King via a family member already using his financial expertise. My financial assets are not great but it is important to me that I manage and maximise what I have to my best ability, or that someone helps me to do this.

I contacted Mark in early 2018 and since that time, he has given advice and looked after my investments and financial objectives, keeping me updated and recently arranging for my shareholdings to be managed in ISA funding. I cannot pretend to understand money management but Mark explains things in a straight forward manner and I trust his advice.  We have a good working relationship.  Mark has a friendly, open manner and it is always good to meet up as the need arises. 

Annette Gurr, Presteigne, Powys

Mark King has been our financial adviser for more than 10 years now and has looked after our pensions, investments and our ISAs. He is in regular contact with us and it is always a pleasure to see him in person. We are never made to feel pressured or rushed. The advice Mark gives us always suits our needs as we are pensioners and need to be very cautious with our investments.

We are so happy with the advice Mark affords us that we have recommended him to several of our friends. We would not want to even consider dealing with anyone else.

Carol & Geoff Green, Swindon

I decided to visit Kellands in Tewkesbury, to receive some advice regarding various pensions I have. My financial adviser, Wayne Neville & Ryan really helped me to understand my pensions and the best way to access them. I very much appreciate the advice and help they have given me, and I would recommend Kellands to anyone who needs pensions advice.

Kim Hunt, Tewkesbury

I have known Mark King since 2016, having been introduced by a mutual friend. I was into my 50s and knew that I should be making plans for retirement, but hadn’t done anything about it, so the introduction was a timely one. I had a couple of pension pots and life insurances in place already. Mark helped me to review those pots and peripheral finances and to consolidate them in an appropriate single fund to deliver better performance going forward. Not long afterwards, I lost my job and Mark was there to help me through some unexpected decision making regarding my finances.

Once back into decent income earning, I was able to discuss plans with Mark about paying off the remains of my mortgage and topping up the pension pot with the agreed goals in mind. In recent times, life has given me an unexpected kicking, having developed a chronic disease, and I have now had to retire earlier than planned. Nonetheless, my pension fund is still growing well. Mark has been there all of the way through some really difficult decisions as a very supportive financial advisor, but also as a really good life friend. I totally trust Mark, but also very much enjoy his company over a cuppa or a beer, despite his questionable taste in rugby team to support. So much so that I have introduced Mark to provide similar support to other members of my family.

Mike Chorlton, Portishead

Mark (King) has been advising me for about 7 years, when I belatedly decided I needed expert advice managing my income and savings after retirement. This was a year before I became entitled to draw my state pension. As a result of his advice about where to invest my pension fund and how to draw from it, I felt confident enough financially to retire from a job with which I had become increasingly disenchanted, a year earlier than I had previously thought I could afford to… for this I shall be ever grateful! I have continued to benefit from his sound financial advice. Mark was recommended to me by a friend, and in turn I have been confident in recommending him to my wife and to friends.

Anthoney Benjamin, London

I have known Mark King since 2005, when I had a sum of money to invest after downsizing my house, and I was looking for financial advice.

Mark has gone on to become a good friend. He has taken an interest in my son, daughter and grandchildren, and has been happy to pass on financial advice to them. I find him so easy to talk to, not only regarding my finances but also my general welfare. I feel I can contact him at any time to discuss any plans I have regarding future spending, and to get his advice. Mark puts a lot of thought into how he can ensure my money is working for me, and I am confident that Mark will always do what is best for my future financial security when I am less independent.

Wendy Stell, Malmesbury.

Mark King has been our financial adviser for over 19 years. From first meeting us he has spent time finding out what we wanted to achieve in the short term while we were working and then our longer-term plans including early retirement.

He checked our incomes, outgoings and savings and made suggestions on how to release money by paying off our mortgage, moving money from bank and building society accounts into investments for our future whilst ensuring there was easy access to money for any unexpected financial “emergency”. Wills, power of attorney, life insurance and planning for long term care etc have all been discussed with Mark.

We have always felt that Mark listens to what we say, helps us to analyse the risk we want to take regarding our money and then finds the correct product for our needs and short and long-term goals. He has guided us through pension planning, long term investments to build assets for our retirement and ensured that we have had money for improving our home and enjoying our hobbies and holidays.

Over the 19 years a strong relationship has built between ourselves and Mark and we have full confidence in his professional ability regarding our financial affairs.

Steve & Lor Coward, Swindon, Wiltshire

Mark King has been my IFA for over 10 years now. He was recommended to me by friends who were and are very pleased with the service he has provided to them, over many years.

Mark has provided exceptional support to me in achieving my financial goals. He has been instrumental in helping me reach the position I am now in of being able to reduce my working days to 3 days per week, with a view to retiring next year. Mark has always been thoughtful and fair-minded in his approach to financial planning, and has always sought to advise me on the best way of achieving my goals.

Mark joined Kellands in 2022, and this has opened up opportunities to pursue more flexible approaches to building my pension portfolio. In my discussions with Mark, it is clear that the relationship with Kellands has made available new options for financial planning. This has certainly been extremely beneficial in my own case, and I must say the support of Mark and Kellands has enabled me to consider retiring years earlier than would otherwise have been the case.

Over the years, through our shared love of rugby and our mutual support of Bath rugby, we have become firm friends. I know that I can always rely on Mark for fair and impartial advice regarding my financial affairs. He is definitely one of the good guys, and I would have no hesitation in turning to him for financial advice, and for recommending his services to others.

Steve Ewer, Malmesbury

Mark King at Kellands Gloucester has been helping me manage my finances for almost two years during which time he has helped me navigate the complex and often very confusing world of pensions, inheritance tax and life insurance. Mark is patient, explains things clearly and in a manner that inspires confidence and always responds to my emails promptly. Every successful relationship relies upon trust and I trust Mark totally to manage my investments. I am a medium to low-risk investor and hence don’t expect huge returns on my investments. Nevertheless, Mark’s careful management of my assets has resulted in significant returns despite the recent market turbulence. Thanks Mark!

Michael Kretsis, South London

Kellands Financial Planning have been our brokers for a number of years, and I can’t recommend them highly enough.

As an Irish company we needed expert advice and support while setting up benefits for our team in the UK. Mark Williams and Cass Baxendale have been thoughtful, their service and expertise helpful, as well as reassuring. No question remained unanswered, the set-up process was smooth, and most importantly the team were delighted with the benefits and the service over the years. Many thanks to both Mark & Cass.

Dorota Witkowska, Amryt Pharma, Dublin

I have known Mark King for over 14 years, recommended to me by a friend and neighbour and during that time have come to depend on his expertise, advice, and indeed friendship. I have recommended Mark to many of my friends over the years and will continue to do so.

Sheila Puttergill, Malmesbury, Wiltshire

Hi Mark (Williams), I just wanted to thank you for your support, responsiveness and guidance over the last 12 months or so. When I compare the support I get here compared to other organisations I work with, like St James Place and Wealth at Work, you are clearly differentiated in terms of knowledge, ability to simplify complex topics and from a relationship building perspective. Its much appreciated, thank you.

Kevin Clarke, Fortinet

Mark King has been our IFA for some 30 years. In all that time, he has ensured that he knows our financial goals, the level of risk that we are comfortable with and the type of investment companies that suit our values. Over the years we have been so pleased with Mark’s advice and way of working that we have introduced several family members and friends to him.

As a result of Mark’s knowledge, contacts and conscientious attention to detail, his investment advice has allowed us to reach many of our goals. This includes paying our mortgage off early and building up a cushion of money to use for care if needed in old age.

Jane Caudwell & Philip Baylay, Swindon Wiltshire

I have known Mark King for almost twenty years now. He has managed a range of different portfolios for myself and my family. with professionalism, integrity and clarity. This has included pension arrangements, life insurance policies, ISA and other investments along with arranging life insurance policies. Mark has also provided advice and support in areas such as will planning and mortgage arrangements. From day one Mark has always been available for face to face, online and telephone contact and support This has been hugely appreciated. At a minimum we meet up twice a year to review my and my family’s complete portfolio.

During the twenty years of contact Mark has clearly mapped out different financial objectives for myself based on my current and future needs. This has included advice on different investment opportunities. At no time have I felt any pressure or obligation to take decisions without due consideration and thought. This is a testament to Mark’s sensitive manner and open and friendly approach which has been apparent throughout our relationship. Mark’s advice, support and management of our investments over the past years has been central to us enjoying a positive and productive lifestyle now and into the future.

Paul Soames, South London

Nigel Murphy of Kellands Ltd has been our financial advisor since 2017 when my best friend recommended his services.

We were looking for a financial advisor to look at my pensions and our finances. I wanted to leave my job but as I wasn’t retiring age, I wasn’t sure if we were financially ready. Nigel advised us how to budget our finances to give us a stronger financial footing for both the day-to-day and the long term. In 2021 I decided to leave my job and this was the best decision I’d ever made.

Seven years on we’re extremely pleased with Nigel and Alex, they are always contactable, courteous and helpful I have no hesitation in recommending your services.

Lorraine & Chris Scales, Gloucester

Tom Roberts has been my financial adviser for two years now. Having previously been averse to any form of financial advice, Tom’s help, support and advice has been life-changing over the past two years. During this time he has changed my mind set to understand and appreciate the benefits of professional financial planning. With his help I have a short, medium and long term plan which I am focused on and with his support I have been able to purchase two buy to let properties which quite simply would not have been possible two years ago. Tom is always on hand to give me advice on even the smallest of queries, which is always helpful. In these challenging and uncertain times it is reassuring to know I always have the professional support of Tom under the trusted umbrella of Kellands.

Rebecca Garrett, RGM

Kellands have been my pension advisers for over 20 years and in that time I have benefitted from advice given by Nigel Murphy and have enjoyed both our face to face meetings and telephone conversations for the annual reviews. I have always felt confident in the advice given. More recently I have also had very pleasant telephone conversational advice and help from Alex Dearsley. I would have no hesitation in recommending Kellands.

Mr. P. Wiard

I have known Matt Hodges professionally for 5 years and during that time he has always provided a clear and comprehensive review of my finances. He is very patient and thorough, making sure I understand all the options and issues. I have no hesitation in recommending him to friends, family and other potential clients.

K. Valentine, Tewkesbury

We’ve used the services of Nigel Murphy at Kellands for 17 years and found him a rock solid steady hand with our investments and savings. He planned the best outcome for our retirement years, balancing our various needs for capital growth or income. We are now benefiting from his support and advice.

T & F Clarke, Cheltenham

Andrew Jamieson has been my Financial Adviser since 2007 and I have always found him to be knowledgeable, honest, approachable and generous with his time. I appreciate that he enjoys offering a no-frills, straightforward service. As an investor himself, he knows his subject and therefore can often give advice based on personal experience. He is also well-connected, so on the occasions I have needed help that is beyond his scope (making my Will, for example), he has been able to recommend equally proficient people. A special mention should be given to Kellands support team in Tewkesbury, headed by Louise Smith, which has always provided the sound foundation from which Andrew can provide his high-quality service.

Edward Bliss, Tackley, Kidlington

Thank you Mr R P Collins (Russell). Your continued hard work and allegiance during this exasperating transition has been very much admired.

You ought to be proud of yourself and Kellands should be honoured to have such a talented individual working hard under their roof. James Nicholas and I are extremely grateful we chose your services.

Chloe May

Nigel Murphy has provided me with very friendly and knowledgeable pensions advice and help for many years. Starting many years before my retirement, Nigel guided me in building up the best possible pension fund to enable my preferred retirement date. He then provided the practical guidance and assistance in setting up a Self Invested Pension Plan from which I draw down my annual pension requirement.

Even though Nigel is based a long way from where I live, he has always ensured we have face to face annual review meetings and is also readily available by phone to discuss anything arising.

Since my retirement the annual meetings have been very beneficial for ensuring that I am realistically setting my annual pension draw down in keeping with the growth in my fund and for setting up any meetings or discussion with the manager who is responsible for investing my fund.

Jeremy Nicholson, North East

Thank you Mr R P Collins (Russell). Your continued hard work and allegiance during this exasperating transition has been very much admired.

You ought to be proud of yourself and Kellands should be honoured to have such a talented individual working hard under their roof. James Nicholas and I are extremely grateful we chose your services.

Chloe May

I have known Nigel Murphy of Kellands (Gloucester) Ltd for over 12 years. Before I retired his advice in planning for retirement was clear and gave due consideration to my requirements. Since retirement, he has continued to give independent financial advice to both me and my husband. We always feel that he has taken time to understand our affairs and when making recommendations relating to investments ensure we have a complete understanding of what is being offered and we trust his advice. Although we live in Northumberland, Nigel visits us to conduct the Annual Review. If we have questions or concerns he is always available and responds promptly. We are very happy to recommend Nigel for ongoing financial advice and guidance.

J Knight, Northumberland

Thank you Mr R P Collins (Russell). Your continued hard work and allegiance during this exasperating transition has been very much admired.

You ought to be proud of yourself and Kellands should be honoured to have such a talented individual working hard under their roof. James Nicholas and I are extremely grateful we chose your services.

Chloe May

Wayne Neville has been acting as a Financial Adviser & friend for over 30 years. He has given us good advice and we have recommended him with complete confidence.

John & Diane Bevan, Gloucestershire

Nigel Murphy and Alex have looked after our pensions for a number of years. They are always on hand to answer any queries we may have. Everything is explained in a professional and friendly manner. We would not hesitate to recommend them to our friends and family

Cathy and Cliff Ballinger, Gloucester

Thank you Mr R P Collins (Russell). Your continued hard work and allegiance during this exasperating transition has been very much admired.

You ought to be proud of yourself and Kellands should be honoured to have such a talented individual working hard under their roof. James Nicholas and I are extremely grateful we chose your services.

Chloe May

Mark Williams and the team have worked on our group company pension and benefits package for many years, I have even brought his expertise over to my new company because I trust them that much. Mark and the team have always been so helpful, nothing is ever too much trouble. Their advice has always been stellar, from queries on an individual pension, to larger group benefits reviews, I know I can trust their impartial advice. The level of service Mark and the Kellands team provide has meant that I have recommended them to other HR peers.

Heleana Bouyamourn, Quickmove Properties, Wiltshire

I have had the pleasure of dealing with Tom Roberts and his colleagues at Kellands for around 5 years now; I have always found them very helpful, approachable and proactive in managing my pension funds and very understanding of the need to be available to talk at hours to suit me. Tom is especially good at being able to translate the industry specific jargon into plain English – English that is easy to understand and act upon. Whilst the last few years may have been a potentially difficult time for investments, Tom has always kept me informed and up to date on a regular basis and he has always been there to advise me if anything needs to be done.

John Hooker

I have had the pleasure to have known Nigel Murphy for the best part of 20 years. He has supported me with all my financial needs especially with sound advice with my Safran pension and how to secure my financial future. I have now reached retirement age with safe knowledge that all of my finances are secure and working to my best interests and hopefully a very secure future life, which would not have happened without his expertise in this area. He is always a pleasure to deal with and is always happy to help make me aware of all of the outcomes when I need to move my assets. I would not hesitate to recommend Nigel to my friends and family

Aubrey Hann, Gloucestershire

Nigel Murphy of Kellands (Gloucester) Ltd has been our pensions adviser for many years, providing excellent one-to-one pensions advice whilst we were employed at the same company. So, we had no hesitation in choosing Nigel to carry on looking after our pension funds upon our retirement in 2018.

We are so pleased with the professional way that Nigel has assisted us. His explanations of our pension options have always been thorough and of the highest professional standard and the annual review visits are most welcome and beneficial. Nigel with first-class support from Alex Dearsley are always at the end of the phone to take care of any pension related matter. We look forward to continuing our good and trusted relationship.

Carole and Rolf Bachelor, County Durham

My investment history began with Colonial Mutual Life when I was living in Hull and serving as a Merchant Navy Officer.After moving down to Wiltshire over 30 years ago, I was put in touch with CML’sregional representative and a few years after this, Mark King took over the management of my investments and pension funds.

I have known Mark for over 25 years and he provided very good advice and kept me informed of my financial situation when I was both in and out of the country. Over time Mark has developed from a financial advisor into a very close and trusted friend. He was very instrumental in guiding me carefully with the investment portfolio, such that I was mortgage free well before my retirement from sea.

Since retirement 4 years ago, Mark has continued with excellent advice to enable me to have a comfortable monthly drawdown on my pension and investments. Mark has my total trust in his very informed advice, especially in these challenging timesI have recommended Mark to several friends in the immediate area and family members in London, and the only feedback I have received has been positive. Mark is very upfront with charges and fees, ensuring all points are covered and there are no surprises.

I would finish by saying that I consider Kellands to be very fortunate in having a person of Mark’s expertise and professionalism linked to their name

John (Geoff) Grannon

When my husband and I needed independent financial advice Nigel Murphy of Kellands Tewkesbury was recommended to us by a friend. I am so pleased that we made that first appointment, we have now been advised by Nigel, with the support of Alex Dearsley, for the last 15 years. Nigel and Alex are professional, efficient, friendly and easy to get along with, providing sound advice for our savings, investments and pensions. They are always there when needed for support and guidance but don’t bombard us with information/communication. We particularly like their attention to detail and the extra effort they make to get to know us, our current needs and future plans. We would not hesitate to recommend Nigel and Alex to anyone looking for financial guidance.

Rosemary Pritchard – Tewkesbury

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

Kellands have been acting as my financial advisor for more than twenty years. Following the decision of my previous advisor to become tied to one company, I looked for a completely independent advisor and selected Kellands on that basis. I am a small investor but the advice and guidance that Nigel and Matt have provided over the years have been invaluable in ensuring peace of mind with regard to my pension arrangements and savings.

Michael Hewett, Cheltenham

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

Some years ago, my wife and I were seeking a financial adviser with little success until we were recommended to Kellands.  My purpose in sending this letter is to place on record our complete satisfaction with your company.

Over the years we have experienced both the professional and indeed friendly culture that exists within Kellands and has given us the comfort and trust that we required.  Earlier this year my wife passed away and it became necessary to reappraise and adjust our investments.  Despite being a very sad time, I wish to acknowledge the advice and considerable assistance given to me in particular by Matt Hodges and Marie Hirst and contributions from other members of your team.  The kindness and understanding shown to me through a difficult time has been much appreciated.

Peter Thomas, Alvescot Oxfordshire

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

I took what I perceived to be a bold decision, with potential significant risk, to sell my lucrative company pension and to move the funds into a personal pension. That decision was taken following discussions with Kellands, principally with Louie Recine.

From the start the conversations were friendly, supportive and informative. Quite early on I was also introduced to my potential investment manager which was a good step as I needed to trust the person who would have hands-on control of my money. My portfolio has of course had its down-times as well as its up-times, however I have confidence that the portfolio has the resilience needed to give me a sound future over the longer term.

My dealings with Kellands and the individuals looking after me are such that I have recommended others to go to Kellands and they have reported back the same positive response as me. My thanks go to all at Kellands, including the background staff who are just as important as those I deal with face-to-face.

Steve Coyne, Upton on Severn

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

Louie Recine has been my Financial Adviser for many years. I am very pleased with both the service and sound impartial advice that I have received from him. He takes time to explain his recommendations and is exceptionally personable, thorough and diligent in the process ensuring that he fully understands my situation.

“I recently needed to urgently sell some funds in my portfolio. It is times like this that you realise the value of having such a good Financial Adviser. Louie actioned the necessary sales immediately and kept me fully informed of the expected settlement date.

“I truly value Louie’s expertise and trust him implicitly to act in my best interests: I always look forward to meeting Louie for our review meetings and I am thrilled with the ongoing performance of my portfolio. I would have absolutely no reservation or hesitation in recommending him.

S Manson, Somerset

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

For over 20 years Nigel Murphy has provided my wife and I  with excellent financial advice.  Nigel has a very distinctive yet professional style, always taking the time to understand where we are today and equally important where we would like to be in the future.  Whilst we have an Annual Review, Nigel is on hand at short notice and nothing is ever too much trouble and this too is reflected in his ‘outer office’ support.

Andrew Stevens, Cheltenham, Glos.

Over the past 25 years, Andrew Jamieson has provided us with excellent advice on investments, pensions and other financial matters. As pensioners this makes our lives much more secure and safe in this ever changing and complex world.We would like to thank both Andrew Jamieson and Louise Smith at Kellands for their ongoing professional advice and support.

Charles & Sue Wheatman, Cheltenham, Glos

Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice.

E.S. Keatley, Ledbury, Hertfordshire

Kellands has taken all the work out of providing a pension scheme for our UK employees. They led us step by step through the requirements, offered us several options, and once we decided, implemented the program giving each employee a personalized experience. Our Executive Consultant, Mark Williams, is always available to answer questions and makes sure we stay in compliance. Providing global benefits can be a daunting task for a small HR team. Kellands make it easy to ensure our UK employees are well taken care of.

Stacey Micka, Qvidian, US

Morning Andrew (Jamieson). Thank you so much for your time yesterday. We do appreciate your visits and excellent advice. Thanks to you over the years we are far better off financially than we might otherwise have been!

Carol & Neil Etheridge, Swindon

Wayne (Neville) has been most helpful over the years we have known him – which is about 20 years. He understands the type of investments we want to make and has given us excellent advice through our changing circumstances. We have recommended him to friends, family and colleagues. Always very measured and explains things very well.

Anne Elyan, Cheltenham, Glos.

Have just completed my first year with Kellands. Very happy with the advice I have been given from Barry Pope on protecting my money, with a very nice yearly income on my capital.

Ian Frost, West Huntspill, Somerset

Morning Andrew (Jamieson). Thank you so much for your time yesterday. We do appreciate your visits and excellent advice. Thanks to you over the years we are far better off financially than we might otherwise have been!

Carol & Neil Etheridge, Swindon

Mark Williams has been providing an outstanding service and support to our company for a number of years. He successfully negotiates health insurance cover for less every year.  He has also provided extremely valuable one to one pension advice to our employees and to the company. His service to us has been very reliable and he has always been a trusted advisor to us.

Sabesh Sabeshan, Daiichi Sankyo UK Limited, Gerrards Cross, Bucks

Like many people I’d left planning for my pension and financial affairs for quite a few years. I met with Barry Pope from Kellands and he explained very clearly my options and what I could expect.  The initial work was sorting out all my jumbled affairs and this was done very professionally and without any issues. Since my initial assessment things have progressed smoothly and the advice that I have been given, with full consultation and explanations, has been very good. My portfolio is in a much healthier position and I can now make informed choices as to what I should do in the future. I would wholeheartedly recommend Barry and Kellands even if it is just for an initial chat, you may be quite amazed what they can offer.

Tom Wright, Diss, Norfolk

Mark Williams and Cass Baxendale from Kellands continue to provide professional and outstanding support and assistance with the range of benefits we offer our employees.  No task is ever too much, and they both are more than happy to help with all queries and questions anyone at Fortinet has. I would truly be lost without their support.

Indy Sangha, EMEA HR Generalist, Fortinet

I have known Nigel Murphy DIP PFS of Kellands (Gloucester) Ltd for approximately 15 years during which time he has dealt with my own personal affairs and those of some corporate clients of my accountancy practice. Nigel’s advice has been given in a clear and concise way and in relation to both pensions and investments has proved to be excellent and efficiently carried through.

David Richardson, Northumberland

We have had excellent advice from Darren Gardner at Kellands. He has been able to ensure our funds have been invested ethically, with good returns on a year by year basis, as well as doing all he can to ensure our financial affairs are in order, to get the best returns possible, so we can have a comfortable future and retirement.

David and Becky Walker, Gwent, Wales

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May 21, 2024

Independent News – Spring/Summer 2024

The importance of pension planning, a look at the new ISA rules, plus much more besides.
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