"What our clients say"

The following are just some of the testimonials we have received, from our individual and corporate clients.

"Hi Mark (Williams), I just wanted to thank you for your support, responsiveness and guidance over the last 12 months or so. When I compare the support I get here compared to other organisations I work with, like St James Place and Wealth at Work, you are clearly differentiated in terms of knowledge, ability to simplify complex topics and from a relationship building perspective. Its much appreciated, thank you." – Kevin Clarke, Fortinet

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Nigel Murphy of Kellands Ltd has been our financial advisor since 2017 when my best friend recommended his services.

We were looking for a financial advisor to look at my pensions and our finances. I wanted to leave my job but as I wasn’t retiring age, I wasn’t sure if we were financially ready. Nigel advised us how to budget our finances to give us a stronger financial footing for both the day-to-day and the long term. In 2021 I decided to leave my job and this was the best decision I’d ever made.

Seven years on we’re extremely pleased with Nigel and Alex, they are always contactable, courteous and helpful I have no hesitation in recommending your services.” - Lorraine & Chris Scales, Gloucester

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“Kellands have been my pension advisers for over 20 years and in that time I have benefitted from advice given by Nigel Murphy and have enjoyed both our face to face meetings and telephone conversations for the annual reviews. I have always felt confident in the advice given. More recently I have also had very pleasant telephone conversational advice and help from Alex Dearsley. I would have no hesitation in recommending Kellands.” Mr. P. Wiard, Cheltenham

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"We've used the services of Nigel Murphy at Kellands for 17 years and found him a rock solid steady hand with our investments and savings. He planned the best outcome for our retirement years, balancing our various needs for capital growth or income. We are now benefiting from his support and advice." T & F Clarke, Cheltenham

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“Tom Roberts has been my financial adviser for two years now. Having previously been averse to any form of financial advice, Tom’s help, support and advice has been life-changing over the past two years. During this time he has changed my mind set to understand and appreciate the benefits of professional financial planning. With his help I have a short, medium and long term plan which I am focused on and with his support I have been able to purchase two buy to let properties which quite simply would not have been possible two years ago. Tom is always on hand to give me advice on even the smallest of queries, which is always helpful. In these challenging and uncertain times it is reassuring to know I always have the professional support of Tom under the trusted umbrella of Kellands.” - Rebecca Garrett, RGM

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“I have known Matt Hodges professionally for 5 years and during that time he has always provided a clear and comprehensive review of my finances. He is very patient and thorough, making sure I understand all the options and issues. I have no hesitation in recommending him to friends, family and other potential clients.”- K. Valentine, Tewkesbury

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“Andrew Jamieson has been my Financial Adviser since 2007 and I have always found him to be knowledgeable, honest, approachable and generous with his time. I appreciate that he enjoys offering a no-frills, straightforward service. As an investor himself, he knows his subject and therefore can often give advice based on personal experience. He is also well-connected, so on the occasions I have needed help that is beyond his scope (making my Will, for example), he has been able to recommend equally proficient people. A special mention should be given to Kellands support team in Tewkesbury, headed by Louise Smith, which has always provided the sound foundation from which Andrew can provide his high-quality service.” - Edward Bliss, Tackley, Kidlington

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“Nigel Murphy has provided me with very friendly and knowledgeable pensions advice and help for many years. Starting many years before my retirement, Nigel guided me in building up the best possible pension fund to enable my preferred retirement date. He then provided the practical guidance and assistance in setting up a Self Invested Pension Plan from which I draw down my annual pension requirement.

Even though Nigel is based a long way from where I live, he has always ensured we have face to face annual review meetings and is also readily available by phone to discuss anything arising.

Since my retirement the annual meetings have been very beneficial for ensuring that I am realistically setting my annual pension draw down in keeping with the growth in my fund and for setting up any meetings or discussion with the manager who is responsible for investing my fund.” - Jeremy Nicholson, North East

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I have known Nigel Murphy of Kellands (Gloucester) Ltd for over 12 years. Before I retired his advice in planning for retirement was clear and gave due consideration to my requirements. Since retirement, he has continued to give independent financial advice to both me and my husband. We always feel that he has taken time to understand our affairs and when making recommendations relating to investments ensure we have a complete understanding of what is being offered and we trust his advice. Although we live in Northumberland, Nigel visits us to conduct the Annual Review. If we have questions or concerns he is always available and responds promptly. We are very happy to recommend Nigel for ongoing financial advice and guidance.” - J Knight, Northumberland

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Wayne Neville has been acting as a Financial Adviser & friend for over 30 years. He has given us good advice and we have recommended him with complete confidence.” - John & Diane Bevan, Gloucestershire

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“Mark Williams and the team have worked on our group company pension and benefits package for many years, I have even brought his expertise over to my new company because I trust them that much. Mark and the team have always been so helpful, nothing is ever too much trouble. Their advice has always been stellar, from queries on an individual pension, to larger group benefits reviews, I know I can trust their impartial advice. The level of service Mark and the Kellands team provide has meant that I have recommended them to other HR peers.” - Heleana Bouyamourn, Quickmove Properties, Wiltshire

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Nigel Murphy and Alex have looked after our pensions for a number of years. They are always on hand to answer any queries we may have. Everything is explained in a professional and friendly manner. We would not hesitate to recommend them to our friends and family” - Cathy and Cliff Ballinger, Gloucester

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“I have had the pleasure of dealing with Tom Roberts and his colleagues at Kellands for around 5 years now; I have always found them very helpful, approachable and proactive in managing my pension funds and very understanding of the need to be available to talk at hours to suit me. Tom is especially good at being able to translate the industry specific jargon into plain English - English that is easy to understand and act upon. Whilst the last few years may have been a potentially difficult time for investments, Tom has always kept me informed and up to date on a regular basis and he has always been there to advise me if anything needs to be done.” - John Hooker

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“Nigel Murphy of Kellands (Gloucester) Ltd has been our pensions adviser for many years, providing excellent one-to-one pensions advice whilst we were employed at the same company. So, we had no hesitation in choosing Nigel to carry on looking after our pension funds upon our retirement in 2018.

We are so pleased with the professional way that Nigel has assisted us. His explanations of our pension options have always been thorough and of the highest professional standard and the annual review visits are most welcome and beneficial. Nigel with first-class support from Alex Dearsley are always at the end of the phone to take care of any pension related matter. We look forward to continuing our good and trusted relationship.” - Carole and Rolf Bachelor, County Durham

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“I have had the pleasure to have known Nigel Murphy for the best part of 20 years. He has supported me with all my financial needs especially with sound advice with my Safran pension and how to secure my financial future. I have now reached retirement age with safe knowledge that all of my finances are secure and working to my best interests and hopefully a very secure future life, which would not have happened without his expertise in this area. He is always a pleasure to deal with and is always happy to help make me aware of all of the outcomes when I need to move my assets. I would not hesitate to recommend Nigel to my friends and family” - Aubrey Hann, Gloucestershire

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My investment history began with Colonial Mutual Life when I was living in Hull and serving as a Merchant Navy Officer.After moving down to Wiltshire over 30 years ago, I was put in touch with CML'sregional representative and a few years after this, Mark King took over the management of my investments and pension funds.

I have known Mark for over 25 years and he provided very good advice and kept me informed of my financial situation when I was both in and out of the country. Over time Mark has developed from a financial advisor into a very close and trusted friend. He was very instrumental in guiding me carefully with the investment portfolio, such that I was mortgage free well before my retirement from sea.

Since retirement 4 years ago, Mark has continued with excellent advice to enable me to have a comfortable monthly drawdown on my pension and investments. Mark has my total trust in his very informed advice, especially in these challenging timesI have recommended Mark to several friends in the immediate area and family members in London, and the only feedback I have received has been positive. Mark is very upfront with charges and fees, ensuring all points are covered and there are no surprises.

I would finish by saying that I consider Kellands to be very fortunate in having a person of Mark's expertise and professionalism linked to their name” - John (Geoff) Grannon

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“Thank you Mr R P Collins (Russell). Your continued hard work and allegiance during this exasperating transition has been very much admired.

You ought to be proud of yourself and Kellands should be honoured to have such a talented individual working hard under their roof. James Nicholas and I are extremely grateful we chose your services.” - Chloe May

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“When my husband and I needed independent financial advice Nigel Murphy of Kellands Tewkesbury was recommended to us by a friend. I am so pleased that we made that first appointment, we have now been advised by Nigel, with the support of Alex Dearsley, for the last 15 years. Nigel and Alex are professional, efficient, friendly and easy to get along with, providing sound advice for our savings, investments and pensions. They are always there when needed for support and guidance but don't bombard us with information/communication. We particularly like their attention to detail and the extra effort they make to get to know us, our current needs and future plans. We would not hesitate to recommend Nigel and Alex to anyone looking for financial guidance.” - Rosemary Pritchard - Tewkesbury

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“Kellands have been acting as my financial advisor for more than twenty years. Following the decision of my previous advisor to become tied to one company, I looked for a completely independent advisor and selected Kellands on that basis. I am a small investor but the advice and guidance that Nigel and Matt have provided over the years have been invaluable in ensuring peace of mind with regard to my pension arrangements and savings.” - Michael Hewett, Cheltenham

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“Some years ago, my wife and I were seeking a financial adviser with little success until we were recommended to Kellands.  My purpose in sending this letter is to place on record our complete satisfaction with your company.

Over the years we have experienced both the professional and indeed friendly culture that exists within Kellands and has given us the comfort and trust that we required.  Earlier this year my wife passed away and it became necessary to reappraise and adjust our investments.  Despite being a very sad time, I wish to acknowledge the advice and considerable assistance given to me in particular by Matt Hodges and Marie Hirst and contributions from other members of your team.  The kindness and understanding shown to me through a difficult time has been much appreciated.” - Peter Thomas, Alvescot Oxfordshire

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“I took what I perceived to be a bold decision, with potential significant risk, to sell my lucrative company pension and to move the funds into a personal pension. That decision was taken following discussions with Kellands, principally with Louie Recine.

From the start the conversations were friendly, supportive and informative. Quite early on I was also introduced to my potential investment manager which was a good step as I needed to trust the person who would have hands-on control of my money. My portfolio has of course had its down-times as well as its up-times, however I have confidence that the portfolio has the resilience needed to give me a sound future over the longer term.

My dealings with Kellands and the individuals looking after me are such that I have recommended others to go to Kellands and they have reported back the same positive response as me. My thanks go to all at Kellands, including the background staff who are just as important as those I deal with face-to-face.” -  Steve Coyne, Upton on Severn

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Louie Recine has been my Financial Adviser for many years. I am very pleased with both the service and sound impartial advice that I have received from him. He takes time to explain his recommendations and is exceptionally personable, thorough and diligent in the process ensuring that he fully understands my situation.

"I recently needed to urgently sell some funds in my portfolio. It is times like this that you realise the value of having such a good Financial Adviser. Louie actioned the necessary sales immediately and kept me fully informed of the expected settlement date.

"I truly value Louie’s expertise and trust him implicitly to act in my best interests: I always look forward to meeting Louie for our review meetings and I am thrilled with the ongoing performance of my portfolio. I would have absolutely no reservation or hesitation in recommending him.” - S Manson, Somerset

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“Morning Andrew (Jamieson). Thank you so much for your time yesterday. We do appreciate your visits and excellent advice. Thanks to you over the years we are far better off financially than we might otherwise have been!” - Carol & Neil Etheridge, Swindon

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“For over 20 years Nigel Murphy has provided my wife and I  with excellent financial advice.  Nigel has a very distinctive yet professional style, always taking the time to understand where we are today and equally important where we would like to be in the future.  Whilst we have an Annual Review, Nigel is on hand at short notice and nothing is ever too much trouble and this too is reflected in his ‘outer office’ support.” - Andrew Stevens, Cheltenham, Glos.

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"Over the past 25 years, Andrew Jamieson has provided us with excellent advice on investments, pensions and other financial matters. As pensioners this makes our lives much more secure and safe in this ever changing and complex world.We would like to thank both Andrew Jamieson and Louise Smith at Kellands for their ongoing professional advice and support.” - Charles & Sue Wheatman, Cheltenham, Glos

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"Barry Pope has been my adviser for some 15 years and has guided my investments with great care and expertise.  Bearing in mind I am retired with no earned income, Barry has selected appropriate investments and developed my small portfolio very successfully.  During his annual visits, I have come to regard him as a friend whom I can always call for reliable and unbiased advice."  - E.S. Keatley, Ledbury, Hertfordshire

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“Kellands has taken all the work out of providing a pension scheme for our UK employees. They led us step by step through the requirements, offered us several options, and once we decided, implemented the program giving each employee a personalized experience. Our Executive Consultant, Mark Williams, is always available to answer questions and makes sure we stay in compliance. Providing global benefits can be a daunting task for a small HR team. Kellands make it easy to ensure our UK employees are well taken care of.” - Stacey Micka, Qvidian, US

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Wayne (Neville) has been most helpful over the years we have known him – which is about 20 years. He understands the type of investments we want to make and has given us excellent advice through our changing circumstances. We have recommended him to friends, family and colleagues. Always very measured and explains things very well.” – Anne Elyan, Cheltenham, Glos.

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"Have just completed my first year with Kellands. Very happy with the advice I have been given from Barry Pope on protecting my money, with a very nice yearly income on my capital." - Ian Frost, West Huntspill, Somerset

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Mark Williams has been providing an outstanding service and support to our company for a number of years. He successfully negotiates health insurance cover for less every year.  He has also provided extremely valuable one to one pension advice to our employees and to the company. His service to us has been very reliable and he has always been a trusted advisor to us.” - Sabesh Sabeshan, Daiichi Sankyo UK Limited, Gerrards Cross, Bucks

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“Like many people I’d left planning for my pension and financial affairs for quite a few years. I met with Barry Pope from Kellands and he explained very clearly my options and what I could expect.  The initial work was sorting out all my jumbled affairs and this was done very professionally and without any issues. Since my initial assessment things have progressed smoothly and the advice that I have been given, with full consultation and explanations, has been very good. My portfolio is in a much healthier position and I can now make informed choices as to what I should do in the future. I would wholeheartedly recommend Barry and Kellands even if it is just for an initial chat, you may be quite amazed what they can offer.” - Tom Wright, Diss, Norfolk

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Mark Williams and Cass Baxendale from Kellands continue to provide professional and outstanding support and assistance with the range of benefits we offer our employees.  No task is ever too much, and they both are more than happy to help with all queries and questions anyone at Fortinet has. I would truly be lost without their support.” - Indy Sangha, EMEA HR Generalist, Fortinet

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"I have known Nigel Murphy DIP PFS of Kellands (Gloucester) Ltd for approximately 15 years during which time he has dealt with my own personal affairs and those of some corporate clients of my accountancy practice. Nigel's advice has been given in a clear and concise way and in relation to both pensions and investments has proved to be excellent and efficiently carried through." - David Richardson, Northumberland

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“We have had excellent advice from Darren Gardner at Kellands. He has been able to ensure our funds have been invested ethically, with good returns on a year by year basis, as well as doing all he can to ensure our financial affairs are in order, to get the best returns possible, so we can have a comfortable future and retirement.” - David and Becky Walker, Gwent, Wales

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