Working with Professionals

Working with Professionals

We at Kellands Gloucester have always worked closely with fellow professionals, such as solicitors and accountants, to help provide their clients with financial planning solutions.

Given the ever-changing and complex regulatory environment, it makes more sense than ever for solicitors and accountancy firms to work closely with IFAs to provide financial advice to their clients.

From a client's perspective, with a fellow professional firm and their IFA working in tandem, they can appreciate the added value that the provision of an all-embracing professional service provides. 

Kellands Gloucester can help fellow professionals in marketing financial services to their clients, both individuals and business as well as providing information and advice on wider subjects such as investment strategies, pensions and divorce, inheritance tax planning and trust investment. 

News Feed

19/7/2019

Iran 'seizes British-flagged oil tanker'

A British-flagged oil tanker has been seized in the Gulf by Iranian Revolutionary Guard, Iran media say.

News & Views

July 17, 2019

What not to do when investing

When it comes to investing, it is quite easy to get advice from people – friends, family, journalists and of… Read more