Kellands Gloucester is an independent financial advisory firm based in Tewkesbury, Gloucestershire. They offer a range of financial planning services including investment advice, tax planning, retirement planning, and specialist pension transfer advice…
Kellands (Gloucester) Ltd is a financial advisory firm based in Tewkesbury offering investment advice, tax planning, retirement planning and pension transfer advice. They serve small business owners and individuals approaching or in retirement who need comprehensive financial planning. Referral partners include estate planning lawyers to implement wealth strategies, tax accountants to execute recommendations, and mortgage advisors for property-related decisions. Later in clients' lives, care planning specialists and elder law services become relevant. Complementary referrers include business exit advisors and investment platforms. A referral to Kellands makes sense when individuals aged 45 and above need to consolidate pensions, plan tax-efficient withdrawals, or structure their wealth ahead of retirement.