0330 038 8942
Based in Northampton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Keith and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 March 2025
Keith and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Keith has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Keith has received 42 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Keith has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Keith has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Keith has not yet added their fees to their profile
Fees not yet added
Keith has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Keith
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Keith and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 March 2025
Keith and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Keith has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Keith has received 42 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
Keith has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Keith has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Keith has not yet added their fees to their profile
Fees not yet added
Keith has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Keith
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Keith (based on 8 first impressions)
Hi, I'm Keith. I'm a Wealth Manager with over 24 years’ experience in financial services and I am committed to working with clients throughout their lives, developing tailored financial planning solutions to help them reach their lifelong goals. I am also extremely proud to hold Fellowship status, which is the highest accolade in the financial services industry. Financial advice is evolving. Today, you have more control over your money than ever before. But with that freedom comes a world of choices—and, let’s face it, a fair share of questions. That’s where we come in. Brace Financial Wellbeing is a family-run financial planning business with Financial Planners based in Northamptonshire, Warwickshire and Cheshire. Our advice service is designed to help you make sense of it all, empowering you to take your next steps with confidence and clarity. Our human first approach involves trust and understanding which is crucial in all our client relationships. Our aim is to alleviate the complexities of financial planning to make the whole financial advice process as straightforward and stress-free as possible. We believe our client-focussed approach, expertise and commitment to simplifying financial matters sets us apart and contributes to a positive and trusting experience for you. Financial wellbeing is often closer than you think. And when you achieve it, it has the power to truly transform your life. We’re here to help you get there. Visit www.bracefinancialwellbeing.co.uk for more information. Our positive VouchedFor client reviews mean I have appeared in The Times as a Top-Rated Adviser for the last 4 years. I am also passionate about giving back....Brace Financial Wellbeing is a firm supporter of the Ladies’ team at Bowls Northamptonshire and are key sponsors for the amazing Under 9 Lionesses at Epworth Forest Girls Football Club. Working with the St. James's Place Charitable Foundation, we also recently secured a £2,500 grant for Beyond – a youth mental health charity tackling the growing mental health crisis affecting young people across the UK. Outside of work, I am a very proud Dad, Dog Dad and, most recently, Granddad. I am also a life-long Nottingham Forest Football Club Fan (with all the highs and lows that entails) and have been a season ticket holder since the age of 16. Brace Financial Wellbeing — your partner in financial clarity and confidence. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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