Caroline Keegan

My role

I am both a Financial Planner and Life Planner. That means I encourage people to discover what is really important to them and to visualise what they would like their future to look like and then work out how to fit their money around that. Sometimes, this will mean inspiration to think ‘outside the box’ and leave detail and old patterns of ‘doing’ behind. Helping you find what serves you best by acting as a sounding board.

My clients include individuals and families from a wide spectrum, who have sought advice because they are going through a transitional time in their life. Perhaps reaching a milestone makes them think about retirement, or other changes such as divorce or redundancy or even receiving an inheritance, which has made them stop and think about what they would like their future to look like.

Background

I’ve worked in Financial Services for over 30 years in different roles for organisations including private banking, regional financial advice firms and national wealth managers.

What’s important to me

I am lucky to live and work in a beautiful part of the world and have always loved living ‘out in the sticks’ and being outside with my menagerie, bees, Shetland geese and ducks, chickens, cat – Champs who is wild and Monty, my Border Terrier who rules the whole household.

I love walking and spending quality time with my partner John and Monty, family and friends, riding horses, cooking, gardening, yoga and Pilates.

Qualifications

I hold Chartered Financial Planner and Certified Financial Planner status. Only around 5% of all financial planners have this combination of qualifications.

I also hold the (STEP) Certificate for Financial Services (Trusts and Estate Planning) and accumulated so many qualifications in different financial subjects that I am a Fellow of the Chartered Insurance Institute and Professional Finance Society. And I am a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI).

I am also a Financial Life Planner, having trained at the globally recognised Kinder Institute of Life Planning.

To find out more about me, please read my adviser pack.

Our clients… in their own words

To read how our clients feel about our service, in their own words, click the link below. This shows the feedback given by clients of our Managing Director, Rebecca Aldridge.