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Qualifications
Fellow of the Institute of Financial Planning (FIFP)
Certified Financial Planner (CFP)
Fellow of the Institute of Chartered Accountants (FCA)
Member of IFA Care
Ideal Client Types
Elderly and Retired
Pre-retired (within 10 years of retirement)
Directors, Senior Executives, professional people/practices
Business Owners/ Managers - self-employed, partners or company directors
Typical Clients & Charges
Specialist personal financial planning advice for individuals, families and their businesses.
Expertise in taxation compliance and planning for the individual, including mitigation of death
taxes to allow acquired wealth to pass, according to client wishes. Business financial planning
for owner/managers from entry to exit. Clients generally have personal or business assets of
£100,000+.
Fee based financial planning with offset of initial commissions earned. Reviews, initial reports,
simple/comprehensive forward plans from £500+. Ongoing annual fees depending on complexity,
experience/knowledge of staff utilised. Time costs as low as £25 per hour, as high as £125 per
hour, dependent on complexity of advice and staff utilised.
General Background Information
My aims are to gain a client's confidence, trust and respect in all I do. To share what financial
knowledge and wisdom I may be blessed with, equally with all my clients. To be honest, objective,
impartial and proactive in meeting client needs. To carefully project and judiciously plan a
client's financial affairs ahead of time, avoiding surprises where possible. Not to promise what
I cannot deliver without certainty. Not to make client's ever richer for that is for themselves
to so do, but to stop them being poor from a known position of wealth. To achieve worthwhile
investment returns and cost/tax savings over the long term. To maintain financial independence
of income for retirees, allowing retirement to be met with growing grace, confidence and respect.
Specialist Practice Areas
Retirement, protection, pension planning
Taxation compliance and planning
Trusts & Charities
Geographical Areas of Operation
UK for business financial planning
UK and overseas for personal financial planning |
Brian Keates