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

13/11/2019

Royal Mail wins bid to halt Christmas postal strikes

The postal union says a decision by the High Court to block industrial action is an "utter outrage".

News & Views

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… Read more