Introducing Kellands Financial Planning, Cheltenham
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.
Choosing an independent financial adviser is probably one of the most important decisions that you will make during your lifetime. Right from our first initial consultation, we seek to work with you to build a long-term financial strategy that is designed to meet your current and future financial objectives for you and your family.
Check out below how our financial planning approach can help you achieve your dreams and aspirations.
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.
Tax & Estate Planning
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.
Retirement planning is an important part of your overall financial planning. The need to accrue sufficient funds to generate income for your retirement has never been greater - and the cost of delay in retirement planning has been well documented.
Life Assurance & Protection
Protection planning is a key element in the financial planning process. Life Assurance and critical illness are very effective products and can make a big difference to the lifestyle of your loved ones should the unexpected happen.