Robert Keelan Email & Phone Number

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

Listed skills include Wealth Management, Financial Services, High Net Worth Clients, Pension Schemes, and 7 others.

• 

  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.