November 7, 2019
Charles Homer passes yet another exam.
Charles Homer is on a roll! Having very recently passed the ER1 (Equity release) exam, this week saw him chalking up yet another exam success.
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As well as Our Articles, you can check out our Independent News Magazine, or simply read about what's happening at Kellands.
November 7, 2019
Charles Homer is on a roll! Having very recently passed the ER1 (Equity release) exam, this week saw him chalking up yet another exam success.
November 1, 2019
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and commodities are performing.
October 24, 2019
What’s your retirement savings target?
October 22, 2019
On Friday 11th October, the team at Kellands Gloucester (pictured) hosted a coffee morning in aid of Tewkesbury Christmas Lights.
October 17, 2019
Excellent news for Charles Homer this week as he has just passed another exam.
October 15, 2019
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?
October 8, 2019
The past decade has seen a big increase in ethical investing, although in overall terms, it is still a relatively niche market. In the middle of Good Money Week, which aims to let investors know about the range of ethical and sustainable financial options, we take a brief look at some of the statistics and issues.
September 30, 2019
Many congratulations to Matt Hodges who gained another qualification last week when he passed the CF8 (Long Term Care) examination.
September 17, 2019
When do you plan to retire? The date you select for your retirement can have a significant impact on the value of your pension pot.
September 6, 2019
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.
August 27, 2019
An unusual new bank has taken one of the top spots in a list of the biggest lenders.
August 22, 2019
How investors should cope with volatility and uncertainty – and much more besides.
August 11, 2019
It’s official. The UK economy has shrunk in size for the first time in seven years.
August 8, 2019
Some great news for Sian James this week as she heard that she had passed her R01 exam.
July 17, 2019
When it comes to investing, it is quite easy to get advice from people – friends, family, journalists and of course financial advisers. They will be only too happy to tell you what to do! However, this article is a little different in that it tells you what not to do.
July 6, 2019
On 21 June, Kellands Gloucester's Gemma Underwood passed the CII’s RO4 Exam at her first attempt. RO4 is the Pensions and Retirement Planning Exam.
July 4, 2019
Latest data from the Office for National Statistics (ONS) shows a major increase in the number of dormant pension pots, making the case for the mooted pensions dashboard even stronger.
July 2, 2019
Kellands Gloucester joined golfers from across the county and beyond to take part in a charity golf day.
June 27, 2019
The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.
June 12, 2019
Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This is around 6%-9% of the average pension pot, well above the 4% often touted as a sustainable rate. The upshot is that savers could be at risk of running out of money in retirement.
May 21, 2019
Interest rates have been at record lows for over 10 years, causing problems for income investors, who have had to take on more risk to get some decent income yields. So what can income investors do to maximise their income potential going forward, without risking too much capital?
May 2, 2019
In this latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.
April 24, 2019
Brits spend more time planning a holiday than ensuring they have the right pension and financial plans in place.
April 16, 2019
UK dividends reached a record high in the first quarter, growing to a total of £19.7bn.
April 10, 2019
Life after work and how to plan for the retirement you deserve – just one of the topics in our latest magazine.
April 5, 2019
As an extension to the Brexit deal looks to be on the cards, we revisit what this means for investors. Should you delay making further investments at this juncture, or even switch to cash, before there is more clarity on the way forward?
March 29, 2019
Recent research shows that most adults don’t have a will in place and that more than half have no plans to carry out any estate planning to mitigate inheritance tax.
March 26, 2019
Gemma Underwood has passed the CII R03 Personal Taxation exam, which combined with the R01 & R02 exams already completed, takes Gemma to halfway on her journey to be Diploma qualified as a financial planner.
March 21, 2019
With the end of the tax year fast approaching, there may still be time to review your tax and financial affairs to make sure you have optimised all your tax allowances and tax planning opportunities. So here’s a few of things to look at before the start of the new tax year on 6 April 2019.
March 1, 2019
In our latest monthly investment update for March 2019, we look at how the investment markets, the global economy and commodity prices are performing.
February 28, 2019
We are delighted to announce a new appointment, as Jon Dibble joins the Kellands Team as Compliance Manager.
February 25, 2019
Since the pension freedoms were introduced back in 2015, many retirement investors have opted for income drawdown as part of their retirement income strategy. This can make sense for many, but there are risks involved.
February 18, 2019
Gold is a bit like the Marmite of the investing world; you either love it or you hate it.
February 3, 2019
Two of our advisers, Charles Homer (left) and Matt Hodges (right), recently teamed up to represent Kellands Gloucester at an innovative business networking event hosted by sixth formers at Bredon School.
February 2, 2019
Two of our advisers have just been successful in their latest set of professional exams.
January 31, 2019
When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are traditionally seen as a less risky asset class than equities, although their value can also go down as well as up.
January 14, 2019
Last year was not a good one for global stock markets and many experts have been talking of a global recession in 2019 and beyond. But are these fears premature?
January 3, 2019
As we start the New Year, we take a look at how the investment markets, global economy and commodity prices are performing.
13/11/2019
The postal union says a decision by the High Court to block industrial action is an "utter outrage".
13/11/2019
The Financial Conduct Authority is "appalled" at the insanitary conduct of its own workers.