We are a local independent asset and bank finance brokerage offering a dedicated and personal service to SME's across the Cotswolds - Berkshire, Warwickshire, Thames Valley, Gloucestershire andOxfordshire. With our longstanding relationships we will in the majority of cases secure a far more competitive interest rate and fee structure than if a client dealt direct. A close working relationship is developed with our clients whether it be a one off transaction or long term association.
All Kellands consultants are committed to providing first rate, objective and comprehensive independent financial advice to private clients, professional firms and businesses. Our vision is to providethe ultimate quality service and advice to our clients. We aim to be totally impartial and independent - separating the advice process from the sale of products. Our clients' interests come first at all times. Discretion and client confidentiality are paramount.
He has been successfully assisting clients improve their finances and protect their families ever since. As a result of the level of investment and pension advice sort from Baker & Company Mick andJohn are ably assisted by four support staff, Sue, Debbie Jo and Lindsey, to ensure that all clients receive a first class service and are treated fairly and consistently by the brokerage.
You will need a user name and password to access this site; if you have not been issued with one recently or are experiencing any difficulties, please contact us on 01285 649200. Kellands CotswoldsLLP is a firm of Independent Financial Advisers. As general practitioners, we believe that all people and all businesses have varied circumstances and face changing needs and that they are best served by taking advice that covers the whole spectrum of their affairs and not only a single topic.
We are a well established and specialist firm of Independent Financial Advisers (IFAs)based in Cirencester and London. We offer Chartered status advisers. Our financial advisers offer directors andhigh net worth individuals a bespoke service. This includes advice on pension lifetime allowance, contribution limits and the new post Budget 2014 pension rules. We offer tax planning opportunities and investment portfolio management.
We use a state-of-the-art, back-office system taking live feeds from the major investment and insurance houses, so information is always current. Our advice is based on insight from our in-houseresearch committee and we are always guided by our clear and consistent investment processes.
RockWealth is a firm of professional independent advisers specialising in wealth management and creation on behalf of professionals, business owners, entrepreneurs and trust funds. Our goal is alwaysto strive to excel and surpass expectations in everything we do from investment performance to ensuring all our clients receive the highest standards of customer service, completely tailored to their needs.
Boote Financial Planning Ltd was established from awareness that business owners in particular and wealthy clients require pro-active guidance and advice in the area of wealth management. We providecomprehensive financial planning and wealth management services, helping individuals, trustees and businesses to achieve their financial goals, irrespective of their resources or life stage.
Before establishing her business Joan worked for a large high street Bank in the West End of London dealing with high net worth individuals. From there she went to a large firm of employed benefitsprovider in the City of London advising employees of the worlds largest Banks. She then moved to Cheltenham with her then husband to work for a National firm of Chartered Accountants heading up their IFA division.
We are Cheltenham based Independent Financial Advisers with a wealth of experience - qualified to advise on all aspects of financial planning and wealth management. All our advisers have at least 12years of successfully providing financial advice to clients. We want clients to be comfortable and relaxed working with us, and be confident they've made a good choice. From our standpoint we are looking to gain a new client for the long term and to achieve this we are prepared to invest our time.