Robert Keelan

Robert Keelan Email and Phone Number

Wealth Management Adviser at Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management @ Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management
north yorkshire, north yorkshire, united kingdom
Robert Keelan's Location
Wakefield, England, United Kingdom, United Kingdom
About Robert Keelan

I have 21 years of financial experience, many of which were in Senior Management Roles and focused in the high net-worth market.I place a strong emphasis on professional development and have undertaken a significant amount of qualifications, attaining a Diploma in Financial Planning and then building on this to achieve Chartered status. I have a vast experience in the high net-worth market for both corporate and personal clients, with particular attention to retirement, investment and IHT planning.I am committed to providing a bespoke personal service to extremely high levels and building lifetime relationships with my clients, their families and my business partners.Sands Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 29/11/2024

Robert Keelan's Current Company Details
Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management

Sands Wealth Management Ltd, Managing Partner Practice Of St. James'S Place Wealth Management

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Wealth Management Adviser at Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management
north yorkshire, north yorkshire, united kingdom
Employees:
13
Robert Keelan Work Experience Details
  • Sands Wealth Management Ltd, Managing Partner Practice Of St. James'S Place Wealth Management
    Wealth Management Advisor
    Sands Wealth Management Ltd, Managing Partner Practice Of St. James'S Place Wealth Management Jan 2012 - Present
    Wakefield, England, United Kingdom
    At Sands Wealth Management we specialise in providing high quality face-to-face wealth management services to individuals, businesses and trustees across the UK.Our services are designed to suit our clients’ individual requirements based on their needs and circumstances.This Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Robert Keelan Skills

Wealth Management Financial Services High Net Worth Clients Pension Schemes Inheritance Tax Planning Retirement Planning Wealth Preservation Investments Investment Strategies Risk Management Asset Management

Robert Keelan Education Details

  • University Of Central Lancashire (Preston)
    University Of Central Lancashire (Preston)
    Law Llb (Hons)
  • Wirral Grammar School
    Wirral Grammar School

Frequently Asked Questions about Robert Keelan

What company does Robert Keelan work for?

Robert Keelan works for Sands Wealth Management Ltd, Managing Partner Practice Of St. James's Place Wealth Management

What is Robert Keelan's role at the current company?

Robert Keelan's current role is Wealth Management Adviser at Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management.

What schools did Robert Keelan attend?

Robert Keelan attended University Of Central Lancashire (Preston), Wirral Grammar School.

What skills is Robert Keelan known for?

Robert Keelan has skills like Wealth Management, Financial Services, High Net Worth Clients, Pension Schemes, Inheritance Tax Planning, Retirement Planning, Wealth Preservation, Investments, Investment Strategies, Risk Management, Asset Management.

Who are Robert Keelan's colleagues?

Robert Keelan's colleagues are Paul Baker Apfs, Jonathan Sands, Katherine Sands.

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