“I love my work and a good spreadsheet but I also bring an emotional intelligence to understanding a client’s vision for their family, their dreams and their fears. I am in the business of minimising regrets.”
- Locations
- London, St. James’s
Keith was invited to join RBC Brewin Dolphin at the start of their new London, St. James’s office in 2018. He provides wealth management advice to high-net-worth individuals, families and trusts. He helps provide his clients with holistic financial planning, looking at areas such as catastrophe planning, tax efficient investment management, financial independence/retirement and estate planning.
A key area of interest is helping baby boomer clients transition from the accumulation of wealth to decumulation; he prefers to refer to these as the saving and spending phases for clients. Keith often works with accountants, solicitors, investment professionals and even other financial planners when there is a need for more technical and big picture planning.
Keith has worked in financial planning for 26 years and was previously Head of Financial Planning at UBS. At RBC Brewin Dolphin he regularly presents and holds training sessions to help other advisers and planners. He is a Fellow of the Personal Finance Society.