At Kellands Cheltenham, we offer financial planning and investment advice for individuals and businesses in Cheltenham, Gloucestershire, Cotswolds, the South West & Wales. We are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients. As independent financial advisers (IFAs) and Wealth Managers, we believe that by offering a whole of market choice, we can offer the very best unbiased financial advice. Check out below how our financial planning approach can help you achieve your dreams and aspirations.
Services
Established in Clifton, Bristol, Kellands has have been providing independent financial advice in Cheltenham, Bristol, Tewkesbury, Gloucester, the Cotswolds and the South-West for over 30 years. As independent financial advisers (IFAs) and Wealth Managers, we can advise you on the whole range of financial and insurance products available in the market.
At Kellands, we specialise in investment planning, retirement planning, inheritance tax planning, plus mortgage advice, as well as protection and life assurance. We take a holistic approach to financial planning, looking to advise according to your own particular circumstances and life objectives, whilst taking into account your financial affairs as a whole.
At Kellands Cheltenham, we pride ourselves on both our flexibility and our ability to offer you a high quality investment advice service tailored to your needs. Our investment planning approach aims to help you enhance your future wealth by generating income and/or capital growth, by strengthening your investment portfolio and by helping you reduce you tax liability wherever possible. At our initial meeting, we seek to establish your current financial situation, together with your financial objectives for the future.
Tax planning should be at the heart of all your financial planning. And inheritance tax planning to protect your estate and pass it on to your loved ones should be central to that. Our financial advisers can help you to minimise the amount of IHT you have to pay and improve the amount received by your loved ones.
Reviews
Be the first to review Kellands (Cheltenham) Ltd.
Write a Review
