Kellands (Gloucester) Limited
Financial Management Consultants
The Mustard House
13/14 Barton Street
Tewkesbury GL20 5PP

Tel: 01684 850088

Fax: 01684 850089
E-mail: gloucester@kelland.co.uk

Investment management

At Kellands Gloucester Limited, when it comes to investment management our aim is to exceed your expectations. We recognise that no two investors are the same, so we work closely with you to develop a financial strategy and plan to help deliver your personal investment requirements - both now and in the future. We believe our investment management process is second to none.

Sensible investment planning revolves around understanding what your investment aims are. The type of investments that suit your particular needs will depend on a number of factors, such as the level of risk you are willing to take, the amount of income or growth you want, if/when you need your money back and the rate of tax you pay.

Our investment management approach means we can help you develop an investment strategy that is right for you, using the investments best suited to your attitude to risk, financial situation and objectives plus your tax position.

Our investment services include:

Overall financial planning review
Investment management
Tax efficient savings
Collective investments
Increasing your investment income
Capital growth strategies
Planning for retirement
Providing for school fees

Contact Kellands Gloucester now to discuss your investment portfolio and find out how we can help you.

Please be aware that the value of investments linked to the stockmarket, and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition past performance should not be seen as an indication of future performance.