Kellands (Gloucester) Limited
Financial Management Consultants
The Mustard House
13/14 Barton Street
Tewkesbury
Gloucestershire GL20 5PP
Tel: 01684 850088
Fax: 01684 850089
E-mail: gloucester@kelland.co.uk
Tailored services
Windfall!
A sudden windfall will happen to some of you during your lifetime. It could be from an inheritance or stock options - or from the lottery. On a lower level, it could be from a maturing life policy or retirement benefits.
That sudden windfall can cause elation but also confusion and stress. It has been known for people to blow the windfall before they have really thought through their options. So to avoid the windfall pitfalls,
talk to your Kellands financial consultant.
Whilst your later years may seem a long way off, you will need to think about estate planning now. Before you spend too much of your new wealth, you need to take some time to analyse your resources and your financial goals. We can help you develop appropriate financial strategies to enjoy your new life to the full whilst helping to preserve your new found wealth.