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.

December 6, 2021

Moving on from school

Chartered Financial Planner, Loretta Mooney went back to school last week and spent the morning at Altrincham Grammar school.

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October 6, 2021

2021 Women in Financial Advice Awards Finalist – Loretta Mooney

We are delighted to announce that Kellands Chartered Financial Planner Loretta Mooney is nominated for two awards at the 2021 Women in Financial Advice Awards. Loretta is a finalist in the Financial Adviser of the Year – North West and Woman of the Year – Retirement categories.

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May 24, 2021

When to start thinking about pension drawdown?

If your eye was drawn to this article, the answer is probably now! Knowing how a drawdown income is constructed is fundamental, and not just for those approaching the end of their career. Starting with the end in mind, allows you to work backwards from a target. It tells us the steps to be taken today, in order to enjoy the lifestyle you aspire towards in the future, for you and your family.

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News & Views

September 11, 2024

Relying on a home sale to fund your retirement? 6 pros and cons to consider

Are you planning to downsize your home in order to release wealth and pay for your retirement? Read 6 pros and cons of relying on a home sale when you...
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