With over 36 years of experience in the financial services industry, Keith brings a wealth of knowledge and insight to his clients. His career began with a large corporation, where he spent 12 years developing his expertise across various advisory and supervisory roles. In pursuit of a more personal and client-focused approach, Keith founded his own business, which he successfully ran for 24 years.
Keith is passionate about truly understanding his clients’ needs and goals, and takes pride in finding tailored, effective solutions. For the past 15 years, his client base has grown exclusively through referrals and word of mouth — a testament to the trust and long-term relationships he builds. Many of Keith’s clients have been with him for over 30 years, with relationships extending to their families and even future generations.
Outside of work, Keith enjoys walking and taking in the beautiful landscapes of the UK, with a particular fondness for the Lake District. A keen advocate for staying active, he still keeps fit and fondly recalls his days as a passionate footballer.
