Experience to assist you
Keith has worked in the financial industry for more than 25 years. During this time he has built up experience in various areas of financial planning and advises both new and existing clients on investments, inheritance tax planning, retirement and mortgages.
Going the extra mile
Keith will take the time to listen to and understand client needs, to build on-going relationships with clients. Whilst financial matters can be complex, Keith will ensure his advice and recommendations are clear and easy to understand. He works closely with the firm’s Private Client Department with regard to inheritance tax planning and wealth preservation.
Keith holds the Diploma in Financial Planning, and is a member of the Personal Finance Society, the Society of Mortgage Professionals and the Chartered Insurance Institute. Previously, he was a Financial Service’s tutor at the Robert Gordon University for post graduate law students.
Joined RCCW in 2000.