Independent Financial Planning Cheltenham

Mitchells Financial Planning has been established by Kellands Cotswolds LLP, part of a national firm of independent financial advisers. Kellands Cotswolds LLP is regulated by the Financial Services Authority.

This partnership enables us to provide you with access to an expert level of tax planning, financial advice and investment management.

If you are looking for unbiased advice, backed by reliable investments, then you should spend some time looking at our proposition.

Financial Advice has developed so much over recent years that it now covers a huge spectrum of financial planning opportunities. Many of these areas are becoming increasingly complex. All the more reason why you need to find an adviser you can work with.

Putting your interests first
If your relationship with your financial adviser is successful, you'll work together for many years. We're truly dedicated to staying with you for the longer term, not simply because it's in our interests, too.

Whatever your financial goals or personal circumstances, the service has been designed to give you the information and advice you need.

Delivering tailored financial solutions
We are dedicated to helping you achieve your financial and life goals by recommending excellent solutions and products from trusted institutions whether they are UK based or offshore. To that end, we've spent many years seeking solutions we are happy to recommend, as well as financial partners that share our vision and priorities.

As a firm, we do not have 'a typical client', nor do we have a single style of delivering advice. Our clients encompass a wide and diverse range from all walks of society, income levels and asset bases, and our advice ranges from the provision of specific investment advice, to a more holistic approach to a person’s financial planning.

We also provide flexibility in the way we are paid for the advice we give and the work we do, so if like us you have a preference for fees rather than the more traditional approach of taking commissions on products sold, we can accommodate you.

In meeting new clients we will look to conduct a comprehensive analysis of their circumstances. By establishing in detail your aims and objectives, and thoroughly understanding your current situation, we provide advice on the products and services that will help you reach your goals.