News & Guides

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.

October 10, 2022

Amy achieves exam success

Some good news for Amy Brinkman over the weekend, as she heard that she had passed another exam – the J10 Discretionary Investment Management Exam.

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September 11, 2022

Queen Elizabeth II

In commemoration of Queen Elizabeth, Queen of the United Kingdom and other Commonwealth realms

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March 22, 2022

Don’t miss the deadline to give your pension savings a boost!

As another extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. Giving your pension savings a boost and assessing where you stand will give you peace of mind that you are on track to enjoying the retirement you are planning for.

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February 25, 2022

What are the risks for drawdown investors?

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.

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News Feed

13/7/2024

Mortgage competition hots up as rates decision looms

Lenders cut the cost of new mortgages, with hopes of further falls, but many homeowners are still stretched.

News & Views

July 2, 2024

July 2024 Investment & Economic Update

Our latest monthly investment update for July 2024 examines how the global investment markets, economy, and commodities are performing.
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