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 financial planning guides as well as our Independent News Magazine, or simply read about what’s happening at Kellands.
As we approach the end of 2019, we are pleased to share with you our Christmas 2019 magazine.
New industry project Yes She Can has looked at how companies outside financial services engage with women in a bid to apply this to advice and investment more broadly.
It's a heart-breaking thought but each year there are thousands of children in our community who don't wake up to any presents on Christmas day.
This week we talk to Chartered Financial Planner, Ian Boasman. With over twenty years’ experience there’s not a lot he doesn’t know about financial services!
In our latest monthly investment update for December 2019, we take a look at how the global investment markets, economy and commodities are performing.
Congratulations to Kellands team member Phil Lane who has just passed the final unit of his Diploma in Financial Planning.
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.
If you reach retirement age with insufficient savings, you face several choices.
Allow us to introduce you to one of our Chartered Financial Planners, Joshua Hewitt.
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and commodities are performing.
This month we would like to introduce you to our resident Mortgage & Protection Adviser, Eddy Chow.
What’s your retirement savings target?
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?
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.
We are pleased to announce that on the evening of Thursday, 19th September, Kellands Hale won the national award for Best Investment Advisory Firm 2019 at the Moneyfacts Awards in London.
When do you plan to retire? The date you select for your retirement can have a significant impact on the value of your pension pot.
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.
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.
An unusual new bank has taken one of the top spots in a list of the biggest lenders.
Financial planning firms come and go, but family-run Kellands in Hale has been thriving for nearly three decades and, simply put, isn’t going anywhere anytime soon.
It’s official. The UK economy has shrunk in size for the first time in seven years.
What’s happening this week in the markets? We summarise the news from around the world.
Congratulations to one of our Chartered Financial Planners, Adam Bickell who has just hiked 26 miles across the Lake District in aid of Macmillan Cancer Support.
When you need to take out a mortgage, whether you are a first time buyer, moving to a new home, buying a holiday home, remortgaging or buying to let, comprehensive mortgage planning is essential.
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.
The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.
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.
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.
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?
In this latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.
Brits spend more time planning a holiday than ensuring they have the right pension and financial plans in place.
UK dividends reached a record high in the first quarter, growing to a total of £19.7bn.
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?
Recent research shows that most adults don’t have a will in place and that more than half have no plans to carry out any estate planning to mitigate inheritance tax.
In our latest monthly investment update for March 2019, we look at how the investment markets, the global economy and commodity prices are performing.
Since the pension freedoms were introduced back in 2015, many retirement investors have opted for income drawdown as part of their retirement income strategy. This can make sense for many, but there are risks involved.
Gold is a bit like the Marmite of the investing world; you either love it or you hate it.
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.
Last year was not a good one for global stock markets and many experts have been talking of a global recession in 2019 and beyond. But are these fears premature?
As we start the New Year, we take a look at how the investment markets, global economy and commodity prices are performing.
April 15, 2024
80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
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