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
news and downloads
Contact us
General Insurance
Home

 
Independent Financial Advisors

Luella Keeley and Nigel Johnson

Luella Keeley

View Luella Keeley's profile on LinkedIn

Luella has been in the financial services industry for 26 years and an independent financial advisor for 23 of those years.

She is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute, and a member of the Institute of Financial Planning and the Personal Finance Society.

Luella is one of only a handful of independent financial advisors in the UK to have completed the full training for Life Planning with the Kinder Institute in the US and is now a Registered Life Planner®.

Luella previously organised the 6-monthly examination sessions for the Chartered Insurance Institute in Birmingham for several years and contributed to the Education & Examination committee of the CII in London.

Luella Keeley Financial Asdvisor IFA Birmingham

Nigel Johnson

Nigel has been in the financial services industry for over 20 years having worked for insurance companies and large national financial advisor firms. He has been a qualified financial advisor with Keeleys for more than 10 years.

In addition to the basic FPC qualification he holds the Advanced Financial Planning Certificate and 6 advanced financial planning examinations. He is a Chartered Financial Planner and an associate of the The Personal Finance Society.

Our Paraplanners

Our Paraplanners

We have a very friendly and efficient staff, all of whom have taken professional financial services examinations with a number of them holding the advanced pensions certificate.

Our Paraplanners

Each paraplanner knows all of our clients but takes great pride in being the day to day contact for a number of designated clients for whom they take personal responsibility. Therefore, you will always feel that you are talking to someone who is familiar with your affairs and is able to deal with administrative or technical enquiries. However, advice can only be given by one of our authorised advisers.

Although we work as a team to ensure continuity of service, each staff member takes great pride in being personal responsible for specific clients’ requirements.

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