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.