Having run a successful business for almost 20 years, and made a number of acquisitions, Keith has a wealth of experience to share with entrepreneurial clients who have built their wealth through owning their own businesses.
Keith genuinely understands the complexities of managing personal wealth and business interests and the need for specialist advice that adapts as needs change over time.
Keith has three daughters and now lives in Salisbury.
Keith is studying to become a Certified Financial Planner. His other qualifications include Pension Transfer specialist and DipPFS.