Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Independent Financial Advice
who do we advise?
life planning
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retirement planning
income withdrawal or income drawdown
wealth management
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General Insurance
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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)
 

Client Agreement (PDF)

This gives the full terms and conditions and fees which would apply if you wish to appoint us as your adviser

Download Document