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.
We pride ourselves on both our flexibility and our ability to offer you financial planning advice that’s tailored to YOUR needs. As your circumstances and needs change, our aim is to provide lifetime support with continuous reviews along the way.
Investment Planning & Advice
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.
Pre & Post Retirement Planning
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 Planning
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.
When you need to take out a mortgage, whether you are a first time buyer, moving to a new home, buying a holiday home, remortgaging or buying to let, comprehensive mortgage planning is essential.
Socially Responsible Investments
If you are looking for socially responsible investments, our financial advisers can help create bespoke investment portfolios for you, incorporating your financial objectives as well as your individual ethical, social and environmental priorities.