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.
Doing our bit to support the Pied Piper Appeal in Gloucestershire.
Our latest monthly investment update for December 2022 looks at how the global investment markets, economy, and commodities are performing.
Our latest monthly investment update for November 2022 looks at how the global investment markets, economy, and commodities are performing.
A look at market sentiment in the current environment.
Our latest monthly investment update for October 2022 looks at how the global investment markets, economy, and commodities are performing.
Some good news for Sian James this week, as she heard that she had passed yet another exam – this time the CF6 – Mortgage Advice exam (level 3).
Coping with high inflation, rising interest rates and the cost of living crisis, plus more besides
In commemoration of Queen Elizabeth, Queen of the United Kingdom and other Commonwealth realms
Our latest monthly investment update for September 2022 looks at how the global investment markets, economy, and commodities are performing.
More good news for Gemma Underwood of Kellands Gloucester this week, as she heard she has passed her CF8 – Long Term Care exam.
Our latest monthly investment update for August 2022 looks at how the global investment markets, economy, and commodities are performing.
Despite rising inflation and the cost-of-living crisis, why you should think twice before dipping into your pension to help out your finances.
Why investors and those planning for retirement need to keep calm and take a long-term view.
Our latest monthly investment update for June 2022 looks at how the global investment markets, economy, and commodities are performing.
With an ageing population, an increasing retirement age and less certainty in what to expect from your pensions, it could be a good time to review what you want from your later life.
Our latest monthly investment update for May 2022 looks at how the global investment markets, economy, and commodities are performing.
Only a quarter of pension savers using a workplace pension believe their current retirement saving rate will not be sufficient for later life.
Our latest monthly investment update for April 2022 looks at how the global investment markets, economy, and commodities are performing.
The importance of pension planning, how to protect your wealth from inflation and much more besides.
As another extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. Giving your pension savings a boost and assessing where you stand will give you peace of mind that you are on track to enjoying the retirement you are planning for.
Our latest monthly investment update for March 2022 looks at how the global investment markets, economy, and commodities are performing.
The Russian invasion of Ukraine last week has sparked more uncertainty and volatility in the financial markets
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.
Our latest monthly investment update for February 2022 looks at how the global investment markets, economy, and commodities are performing.
The pandemic saw more people start investing whilst others invested more through the enforced savings brought about by lockdown.
Our latest monthly investment update for January 2022 looks at how the global investment markets, economy, and commodities are performing.
29/5/2026
The music giant said Pershing Square's offer fundamentally undervalued the business.
May 28, 2026
Dividend tax rates increased from April 2026, but there are effective ways to reduce your tax bill. Learn how ISAs, pensions, income sharing and total return investing can help safeguard...
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