Our aim is to keep clients fully informed of the latest developments within global markets as well as providing articles on personal finance, investments, pensions and tax planning.
As well as Our Articles, you can check out our Independent News Magazine, or simply read about what's happening at Kellands.
November 25, 2019
Whatever your political allegiance, 2019 looks set to end on a positive note. As the year comes to an end, Chartered Financial Planner and Business Development Manager, Chris Bull, gives us his take on the markets this year.
October 15, 2019
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?
October 8, 2019
The past decade has seen a big increase in ethical investing, although in overall terms, it is still a relatively niche market. In the middle of Good Money Week, which aims to let investors know about the range of ethical and sustainable financial options, we take a brief look at some of the statistics and issues.
September 10, 2019
As we reach the end of summer thoughts naturally turn to the future. Following the political turmoil being experienced through Brexit, it may seem a relatively challenging time for investors. Kelland’s Chartered Financial Planner, Chris Bull gives us an overview on the markets and whether times are as unique as they seem.
July 17, 2019
When it comes to investing, it is quite easy to get advice from people – friends, family, journalists and of course financial advisers. They will be only too happy to tell you what to do! However, this article is a little different in that it tells you what not to do.
July 4, 2019
Latest data from the Office for National Statistics (ONS) shows a major increase in the number of dormant pension pots, making the case for the mooted pensions dashboard even stronger.
June 12, 2019
Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This is around 6%-9% of the average pension pot, well above the 4% often touted as a sustainable rate. The upshot is that savers could be at risk of running out of money in retirement.
May 28, 2019
Congratulations to Paraplanner Andy Turner from our support team, who recently graduated with the Personal Finance Society at Fellow level, following on from him achieving personal Chartered status last year. The awards ceremony marked the months and years of commitment to hard work and learning.
May 21, 2019
Interest rates have been at record lows for over 10 years, causing problems for income investors, who have had to take on more risk to get some decent income yields. So what can income investors do to maximise their income potential going forward, without risking too much capital?
April 24, 2019
Brits spend more time planning a holiday than ensuring they have the right pension and financial plans in place.
April 5, 2019
As an extension to the Brexit deal looks to be on the cards, we revisit what this means for investors. Should you delay making further investments at this juncture, or even switch to cash, before there is more clarity on the way forward?
March 21, 2019
With the end of the tax year fast approaching, there may still be time to review your tax and financial affairs to make sure you have optimised all your tax allowances and tax planning opportunities. So here’s a few of things to look at before the start of the new tax year on 6 April 2019.
January 31, 2019
When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are traditionally seen as a less risky asset class than equities, although their value can also go down as well as up.