Kellands

A Trusted Partner for Financial Success in the Cotswolds and Beyond

Nestled in the heart of Cheltenham, Kellands Cheltenham stands as a leading provider of holistic financial planning and investment advice. Over the past three decades, we've guided individuals and families in achieving financial clarity and security. With a team of experienced independent financial advisers (IFAs) and wealth managers, we offer a comprehensive range of services that cater to your unique financial goals and aspirations.

Our Expertise and Services

Our seasoned professionals offer a comprehensive selection of financial planning solutions, including:

Investment Planning & Advice

• Personalized portfolio construction based on your risk tolerance and financial goals
• Guidance on stocks, bonds, and other investments
• Retirement planning and accumulation strategies

Tax & Estate Planning

• Tax efficiency strategies for income, inheritance, and capital gains
• Estate planning and succession management
• Inheritance tax mitigation planning

Pre & Post Retirement Planning

• Comprehensive planning to secure your financial future during and after retirement
• Guidance on maximizing your pension benefits
• Strategies for generating sustainable income in retirement

Life Assurance & Protection Planning

• Evaluation of your life insurance needs and risk mitigation strategies
• Guidance on critical illness cover and other forms of protection

Mortgage Planning

• Personalized solutions to manage your mortgage obligations and achieve homeownership
• Strategies for securing a competitive mortgage rate and minimizing monthly payments

Socially Responsible Investments

• Sustainable and ethical investing options that align with your values
• Consideration of environmental, social, and governance factors in your portfolio

Our Commitment to You

At Kellands Cheltenham, we believe in building strong, personal relationships with our clients. We take the time to understand your unique circumstances, aspirations, and financial goals. Our team will work alongside you to create a tailored financial plan that aligns with your lifestyle requirements and aspirations.

Why Choose Kellands Cheltenham?

• Independent and unbiased advice: We are not restricted by any particular financial institution or product.
• Personalized attention: We tailor our strategies to your individual needs and goals.
• Long-term perspective: We believe in building sustainable relationships that extend far beyond a single transaction.

Get Started Today

Contact us today to schedule a complimentary consultation and explore how Kellands Cheltenham can empower you to achieve your financial dreams and secure your financial future.