Experience to assist you
Keith heads up the Financial Services Department and has worked in the Financial Services Industry for more than 30 years. After spending over 9 years at a major High Street bank, he joined RCCW as a Financial Consultant in 2000 and has been advising both new and existing clients on investments, retirement and inheritance tax planning since. In addition to advising clients, he is also the Financial Services Compliance Officer for the firm.
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 and a past chairman of the Aberdeen Independent Financial Adviser Forum.
Joined RCCW in 2000.