Keith joined the firm in August 2018, but has been involved in financial services since 1998, mainly within solicitor and accountancy practices.
This has allowed him to work with members of these professions to deliver a “joined up” approach to clients’ financial planning needs.
Along with achieving Chartered Financial Planner status with the Chartered Insurance Institute, Keith has attained Certified Financial Planner status with the Institute of Financial Planning, and Fellowship of the Personal Finance Society. He is also a Chartered Wealth Manager and Fellow of the Chartered Chartered Institute for Securities & Investment. Keith was one of the first two financial planners in the UK to have attained the CISI Level 7 Diploma in Advanced Financial Planning.
He is therefore qualified to the highest level and is in a very select group of Financial Planners in Scotland to hold all these designations.
Keith often feels that the jargon of financial services puts many people off discussing their finances with a professional. He strongly believes that there is no such thing as a “stupid question” and any adviser should explain how to manage your finances in a way that is understandable to you and lets you understand what you have, and why.
He particularly enjoys passing his knowledge on to his clients to reduce the “fear factor” that many people face when trying to deal with their financial planning, this allows his clients to feel more confident in their knowledge and understanding of their financial position both now and in the future.
Accreditations and memberships
- Chartered Financial Planner
- Fellow of the Personal Finance Society.
- Chartered Wealth Manager
- Certified Financial Planner
Away from the office
Keith enjoys socialising and is a keen runner, traveller, film buff and football fan.
Connect with Keith via Linkedin.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Keith’s entry on the FCA Register here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of the SPS on request.
