Working with Professionals

Working with Professionals

We at Kellands Gloucester have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides. 

Kellands Gloucester can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment. 

News Feed

9/4/2020

Virus could push half a billion people into poverty

UN research warns the coronavirus pandemic could put a further 8% of world's population in poverty.

News & Views

April 6, 2020

Why it makes sense to invest in an ISA at the start of the tax year

Today is the start of the new tax year, so this could be the best time to take advantage of… Read more