Keith has over 18 years’ experience in Financial Services and joined as a Partner Practice of St. James's Place in 2011. He is extremely proud to have achieved Fellow of the Personal Finance Society and Chartered Wealth Manager status making him one of the highest qualified financial planners in the UK.
Prior to being a successful business owner, Keith worked for Post Office Counters where he won the accolade of ‘Youngest Branch Manager in the UK’ at age 19. Keith has always prided himself on putting his clients at the heart of his businesses. His strong focus on integrity and empathy has meant that he has worked alongside some of his clients for more than 15 years.
As well as ensuring that he provides an excellent service to all his clients, Keith is also passionate about giving back. He is a firm supporter of the Reach4Health Charity, a Daventry-based charity which provides exercise-based health rehabilitation for people who have experienced a major health trauma or are experiencing long-term and life-long serious health conditions.
Keith is also a keen cyclist. In 2011, he cycled over 190 miles through the Sierra Nevada, raising in excess of £3,000 for Children’s Hospices UK. In 2016, he also took part in a three-day cycle through Mont Ventoux in Southern France, to raise another £2,000 for the St. James's Place Charitable Foundation.
He is a life-long Nottingham Forest Football Club Fan and has been a season ticket holder since the age of 16.
Keith has been my adviser for over five years and the key to his effectiveness is the ability to listen, research and react. I wanted investment in ethical/environmental projects. I am confident in his advice and my family members are now clients. When circumstances in life change you need to know t...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.