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

20/1/2021

Low-deposit mortgages return after Covid slump

There has been a fourfold increase in mortgage products for those offering a 10% deposit.

News & Views

January 14, 2021

As 2021 gets under way, is it time to rebalance your portfolio?

After the unprecedented events of 2020, it is quite likely that your perfectly diversified portfolio of a year ago may… Read more