0208 166 7217
Based in Mill-Hill
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FCA status: Certified by Firm
Last checked: 10 March 2025
Keith is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Keith's status
3
Recent Client Reviews
Verified reviews: 100%
Keith has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 03 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Transparent Fees
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Keith has not yet added their fees to their profile
79
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Keith
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 79 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 10 March 2025
Keith is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Keith's status
3
Recent Client Reviews
Verified reviews: 100%
Keith has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 03 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Keith has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Keith has not yet added their fees to their profile
79
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Keith
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 79 first impressions)
Independent Financial Adviser specialising in Later Life issues which include Financial Planning for older people, Inheritance Tax Planning, Long Term Care funding, Equity Release, Income Drawdown, Annuity Advice, Retirement Solutions, and Investment in later life. I have worked with older clients for many years seeking solutions to their specific concerns. I am fully qualified to operate in my specialist areas as well as being a SOLLA accredited Later Life Adviser (Society of Later Life Advisers). My dedication to the financial services industry is demonstrated by the time served as a member of the National Executive of the Life Insurance Association, a representative body for Financial Advisers, during which time I had a lead role in developing educational standards. In that capacity I worked closely with the Regulator on education matters in anticipation of compulsory education for IFA’s and intermediaries in the early 1990’s. I am a keen golfer, interested in art , architecture and music and enjoy photography always hoping to capture that special picture.
Offers available through VouchedFor
Contact Keith through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Keith's clients
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Adviser Disclaimer
Wealthwise Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority number 937742. Incorporated in England and Wales. Company number 08864945. Registered Office: New Burlington House, 1075 Finchley Road, London, NW11 0PU.