Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Keeley & Co - Independent Financial Adviser Birmingham
Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Independent Financial Advice
who do we advise?
Independent Financial Advisors
vacancies and job opportunities
Advice for Private Clients
life planning
financial modelling
wealth management
Paying for our services
What Our Clients Say about us
retirement planning
income withdrawal or income drawdown
existing client section
Advice for Businesses
Key Man Cover
Group CIC Benefits
Group Income Protection
what we don't offer
useful information links
privacy policy
news and downloads
Contact us

Who Do We Advise?

Who we advise Each adviser only works with a small number of clients. We invest a great deal of time and effort to allow us to understand our clients as fully as possible and we  work exceptionally hard to help our clients achieve everything that they wish.

This means that we give a very personal service but it also means that we have to be selective about who we help. As we do not believe in providing a lower level of service, we either accept clients and give them our very best or we do not accept them at all.

Our clients fall into two categories:

  • Private Individuals with at least £250k of investable wealth (including pension funds)
    • these may be professionals such as accountants or solicitors, senior staff, directors and partners in large firms
    • Sudden Wealth individuals who have come into large amounts of capital, perhaps through inheritance, retirement, lottery wins or divorce.
  • Owner Controllers
    • business owners with at least £0.25m annual turnover who wish to integrate their business and personal objectives.

Why do our clients work with us?

  • They do not have the time, knowledge or perhaps the confidence to manage their own financial affairs on their own.
  • They want an adviser who genuinely wishes to look after their interests over the long term.
  • They want an adviser with ethical principles in whom they can have implicit trust.

Common Areas in which clients initially seek our advice

  • Wealth management including pension funds, investment portfolios, cash, property
  • Buying property through self invested personal pensions (SIPPs) and small self administered schemes (SSAS).
  • Investment management of Individual Savings Accounts (ISAs), Personal Equity Plans (PEPs), unit trusts, open ended investment companies OEICs, stocks and shares.
  • Retirement planning for individual clients, owner controllers, company directors
  • Key Man and Shareholder Protection life insurance to protect their business interests.
  • Group personal pensions and occupational pension schemes and other employee benefits arrangements.

All of these are issues with which we deal every day. However, we find that clients receive greater overall satisfaction from our advice if they follow our recommended Wealth Management approach.


The information contained within this website is subject to the UK regulatory
regime and is therefore primarily targeted at consumers based in the UK.