Robin Keyte

Robin Keyte

Director

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Somerset

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About me

I am a long standing fee based financial planner with an interest in ethical investment (past UKSIF board member 2006-09) and sustainable provision of affordable financial planning services.

My wife and I have a small family firm in Taunton, Somerset rated 12th in the FT Adviser Top 100 financial adviser firms.

I presently sit on CISI Financial Planning Forum Committee and am a Trustee for a grant awarding Charity.

I previously completed six years on the FCA Smaller Business Practitioner Panel (representing the social investment sector) during which I served on the FAMR Expert Panel and Financial Advice Working Group.

I am a past winner and latterly judge of the Money Management Financial Planner of the Year.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Inheritance planning

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Pensions – I’m retired

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Insurance

My qualifications:

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Chartered Financial Planner

My charging model:

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Fixed £ fee