About Us

Keeley & Co are a family business established in 1928

Much has changed since then in order to arrive at today’s modern practice offering independent financial planning advice.

Nevertheless three enduring principles have persisted:

  • high ethical principles
  • technical expertise
  • care for our clients

Numerous laws, tax rules and regulations have been introduced over the years and we have digested, analysed and planned for these for the benefit of our clients.

Whilst larger firms have come and gone we have been have giving consistent and caring long term advice to our clients.

Meet the team

Luella Keeley

Director & Chartered Financial Planner

Fellow of the Chartered Insurance Institute, Member of the Chartered Institute for Securities and Investments and Registered Life Planner®

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

She historically organised examinations for the Chartered Insurance Institute for several years and contributed to the Education & Examination committee of the CII in London.

She is a keen environmentalist since 2007 and has worked on projects to engage in understanding Climate Change. Her leisure time is spent mostly in pollution free activities such as walking and yoga. No surprises there!

Jessica Little

Financial Planner

Diploma of Regulated Financial Planning (DipPFS)

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Jessica joined Keeleys in 2015 after serving in the Royal Navy for almost 6 years, undertaking work that cannot be specified online!

Whilst still serving as an active member of the Royal Navy, she started studying for her Diploma in Regulated Financial Planning, completing this in 2016 and then began advising clients in 2017.

Jessica is working towards obtaining Chartered Financial Planner status and is aiming to achieve this next year.

Outside of the office, Jessica enjoys helping out in her local Solihull community, being a member of both the GoodGym and Re-Engage, charities which help with social isolation and loneliness in older people. 

Nigel Johnson

Investment Committee Chair

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Nigel has been in the financial services industry since 1985 having worked for insurance companies and large national financial adviser firms. He was a qualified financial adviser with Keeleys for more than 26 years.

Nigel now chairs the firms investment committee.

Nigel is an accomplished archer and a long term rugby fan.

Paul Bagnall

Financial Planner/ Paraplanner

Diploma of Financial Planning (DipPFS)

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Paul joined Keeleys in 2019 and has over 20 years experience in financial services having worked as an adviser for the last five of those.

He is Diploma qualified and has passed the Discretionary Investment Management exam which is beneficial for his role on the Investment Committee.  Paul’s ambition is to develop further by becoming a Chartered Financial Planner.

Outside of work you will probably find Paul at a major sporting event (do Birmingham City FC count towards this?), rock concert or food and drink festival.

Anthony Dibble

Paraplanner / Trainee Adviser

Diploma of Regulated Financial Planning (DipPFS)

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Anthony joined Keeleys as a Trainee Paraplanner in April 2018 after graduating from the University of Birmingham. He completed the Diploma of Regulated Financial Planning in August 2020 and is now a member of the Investment Committee.

Anthony works closely with the financial planners to research and develop financial plans and be prepared for meetings.

Anthony is a sports fanatic and outside of work time you will often find Anthony on the cricket field.

Rachel Bennett

Paraplanner

Certificate in Financial Planning

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Rachel joined Keeleys in 2004 as an administrator and has been a paraplanner since 2008, attaining the CII Certificate in Financial Planning in 2009. Her career in financial services spans 34 years, many of those working in final salary pensions administration.

When not at work, Rachel is a keen photographer, often combining this interest with walking.

James Rowley

Trainee Paraplanner

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James joined Keeleys as a Trainee Paraplanner in October 2021. After graduating from Cardiff University, he was employed previously by a private bank, for nearly five years, providing personalised services for high-net-worth clients.

James is now working towards a career in Financial Planning and is currently working towards his Diploma of Regulated Financial Planning.

In his spare time James is a music fanatic and in his glory days toured the venues of Birmingham with his band. He also enjoys travelling and hiking.

Samantha Emanuel

Trainee Paraplanner

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Having worked in Financial Services for several years, Samantha joined Keeleys in 2018 as a Trainee Paraplanner and is working towards the Diploma of Regulated Financial Planning.

Oona Palmer

Office Manager

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Oona was appointed as Office Manager in August 2018 after working for Keeleys’ former insurance broking business since 1989.

Oona’s current role encompasses accounting, compliance, client administration and facilities management. She relishes the variety of her work and enjoys being able to provide vital support across all functions of the business.

When not at work, Oona enjoys spending time with her granddaughter and is a supporter of her local football team – Birmingham City.

Tracey Hawkins

Financial Services Administrator

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Tracey has recently joined Keeleys as an administrator. Her career in financial services spans over 20 years, previously working with another Independent Financial Adviser after several years within the banking sector.

When Tracey is not at work she is a fitness fanatic and may be found in the gym or spending time with family and friends.

Vanessa Barnes

Financial Services Administrator

Certificate in Financial Planning

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Vanessa has just joined Keeleys as an administrator after relocating from Reading.  Vanessa has worked in the Financial Services industry since 1991 mainly in sales support roles to IFA’s for several large financial services providers and has attained the CII certificate in Financial Planning.  In her spare time, she likes to run, work out and socialise with friends and family.