Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Independent Financial Advice
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life planning
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retirement planning
income withdrawal or income drawdown
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News and Downloads

New potential clients may wish to download the documents listed below. Please click on the document titles to see a summary of each document plus a download link.
Document List
  		  Summary
 
Employee Benefits for Agency Staff -New Regulations
 
EU Gender Directive – Likely changes to insurance premiums from December 2012
 
Workplace Pension Schemes - Auto Enrolment
 
Client Agreement (PDF)
 
Life Planning - what's it all about?
 
Path To the Future
 
Portfolio Optimiser (pdf)
 
Worried about With Profits investments from 2005 onwards?
 
Risk assessment questionnaire (pdf)
 
Letter of Authority (pdf)
 
Client Questionnaire (pdf)
 

Path To the Future

This simple document shows how we work with clients to discover their aspirations, evaluate their current situation and design a financial plan to fulfil their objectives.

Download Document