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In December 1997, having been recommended by a close friend, I approached Keeley & Co to act as my Financial Adviser. Having little knowledge of what this entailed I was then, and am still, in awe of what Luella Keeley has achieved for me. Luella took my “financial mess” in hand, her calm approach, her great sensitivity following my divorce, together will her financial skills and her ability to listen to people and explain things thoroughly in a way that is understandable has been invaluable to me. I consider her a good friend and send a big thank you for all her caring, financial guidance and expertise over the years, acting on her sound advice has improved my life no end. Any lady looking for financial reassurance need look no further.
I have no hesitation in recommending Luella Keeley of Keeley & Co., and her most efficient and friendly staff to anyone who needs a Financial Advisor they can really trust. Rosa Plotnek, Birmingham I became a client of Luella’s back in February 2003 when I found myself needing a financial adviser for the first time. It was at the recommendation of a Quaker friend, who had dealt with her father as well, that I chose this family business with a reputation of a person focused approach. It was then I learned that Luella took over the business when her father retired on health grounds and perpetuated the focus on taking into account the whole of a person’s brief rather than just the financial aspect. This has certainly been my experience and I have been delighted with the respect for my views and for the whole person solution focused approach, which she has applied to the some of the ‘knotty’ family circumstances. I find Luella’s approach thorough, open and professional. She has a quick grasp and keen interest in issues presented and sensitivity in searching for solutions. She brings an integrity, warmth, energy and enthusiasm to all she does and I know that this extends outside the office into the community as I’ve witnessed her involvement in her children’s school. From her keen interest in my welfare and that of my family, (she now acts for my son), I have no hesitation in recommending her as I have done so many times. Her recent interest in ‘Financial Life Planning’ is further evidence of her pro-active approach in seeing to improve her skills and services and keeping up-to-date with what is best practice. Meryl Austin, Harborne SAC Services Ltd is a company operating within the Data Centre and Air Conditioning industries and our success is based upon reliable and speedy service to our clients. Keeley and Co arranged and administered the purchase of new property through a Self Invested Pension Plan, from the initial feasibility report through to putting the proposal into effect including recommending a local solicitor to handle the legal side. I found them to be very efficient and well organized which saved me a good deal of time.“ R M Ellis, SAC Services Ltd |
