Keith is an experienced Financial Adviser with over 30 years of expertise helping individuals and families make informed, confident decisions about their financial futures. His mission is to deliver high-quality, personalised wealth planning services to both new and long-standing clients.
Keith specialises in Estate Planning and Inheritance Tax (IHT) mitigation, as well as Investment and Pension Planning, supporting clients through every stage from wealth accumulation to retirement. Keith provides tailored, strategic advice designed to grow wealth in line with each client’s goals and to offer peace of mind for the future.
Outside of work, Keith enjoys travelling, particularly to the United States, with New York and Florida among his favourite destinations. He is also an avid classic motorcycle enthusiast and active member of several clubs, often showcasing his collection at national events.
* Estate Planning / Inheritance Tax (IHT) is not regulated by the Financial Conduct Authority
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Tel: 0800 028 4040
RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.
Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2025
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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
