Our aim is to keep clients fully informed of the latest developments within global markets as well as providing articles on personal finance, investments, pensions and tax planning.
As well as Our Articles, you can check out our financial planning guides as well as our Independent News Magazine, or simply read about what’s happening at Kellands.
In our latest monthly investment update for December 2019, we take a look at how the global investment markets, economy and commodities are performing.
Why investors need to cultivate the art of patience and to focus on long-term objectives – and much more besides.
Some more good news at Kellands Gloucester, as Sian James has just passed her RO5 financial protection exam.
Great news for Gemma Underwood of Kellands Gloucester, as she has learned that she has passed her RO6 exam in Financial Planning practice.
If you reach retirement age with insufficient savings, you face several choices.
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.
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and commodities are performing.
What’s your retirement savings target?
On Friday 11th October, the team at Kellands Gloucester (pictured) hosted a coffee morning in aid of Tewkesbury Christmas Lights.
Excellent news for Charles Homer this week as he has just passed another exam.
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?
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.
Many congratulations to Matt Hodges who gained another qualification last week when he passed the CF8 (Long Term Care) examination.
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.
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.
An unusual new bank has taken one of the top spots in a list of the biggest lenders.
How investors should cope with volatility and uncertainty – and much more besides.
It’s official. The UK economy has shrunk in size for the first time in seven years.
Some great news for Sian James this week as she heard that she had passed her R01 exam.
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.
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.
Kellands Gloucester joined golfers from across the county and beyond to take part in a charity golf day.
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.
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.
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?
In this latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.
Brits spend more time planning a holiday than ensuring they have the right pension and financial plans in place.
UK dividends reached a record high in the first quarter, growing to a total of £19.7bn.
Life after work and how to plan for the retirement you deserve – just one of the topics in our latest magazine.
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?
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.
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.
In our latest monthly investment update for March 2019, we look at how the investment markets, the global economy and commodity prices are performing.
We are delighted to announce a new appointment, as Jon Dibble joins the Kellands Team as Compliance Manager.
Gold is a bit like the Marmite of the investing world; you either love it or you hate it.
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.
Two of our advisers have just been successful in their latest set of professional exams.
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.
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?
As we start the New Year, we take a look at how the investment markets, global economy and commodity prices are performing.
19/4/2024
An app to ease predicted queues under a new EU border system won't be ready in time, says Eurostar boss.
April 15, 2024
Five options to consider to help boost your potential retirement income.
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