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

23/9/2019

Thomas Cook collapses as last-ditch rescue talks fail

The tour operator's failure means more than 150,000 British tourists will need to be repatriated.

News & Views

September 17, 2019

This is why your selected retirement age matters

When do you plan to retire? The date you select for your retirement can have a significant impact on the… Read more