Keith has over 18 years’ experience in Financial Services and joined as a Partner Practice of St. James’s Place in 2011. He is extremely proud to have achieved Fellow of the Personal Finance Society and Chartered Wealth Manager status making him one of the highest qualified financial planners in the UK.
Prior to being a successful business owner, Keith worked for Post Office Counters where he won the accolade of ‘Youngest Branch Manager in the UK’ at age 19. Keith has always prided himself on putting his clients at the heart of his businesses. His strong focus on integrity and empathy has meant that he has worked alongside some of his clients for more than 15 years.
As well as ensuring that he provides an excellent service to all his clients, Keith is also passionate about giving back. He is a firm supporter of the Reach4Health Charity, a Daventry-based charity which provides exercise-based health rehabilitation for people who have experienced a major health trauma or are experiencing long-term and life-long serious health conditions.
Keith is also a keen cyclist. In 2011, he cycled over 190 miles through the Sierra Nevada, raising in excess of £3,000 for Children’s Hospices UK. In 2016, he also took part in a three-day cycle through Mont Ventoux in Southern France, to raise another £2,000 for the St. James’s Place Charitable Foundation.
He is a life-long Nottingham Forest Football Club Fan and has been a season ticket holder since the age of 16.
Hannah entered the Wealth Management industry after having undertaken extensive training in St. James's Place's Academy in order to become a qualified Financial Adviser within the Practice in 2018. She is proud to have helped her clients in reaching their financial goals to plan for a prosperous future.
In addition, Hannah has used her passion for education from her previous career as a primary school teacher to provide financial education seminars to a number of schools in the community, to help future generations with their understanding of the world of financial services.
Like her Dad, Hannah is passionate about ‘giving back’ to the community. She is Vice-Chair of Governors at a local primary school where she chairs the ‘Learning and Teaching Standards Committee’, as well as being the link governor for Safeguarding. Hannah also tries to regularly take on challenges in a bid to raise money for charity; running the Royal Parks Half Marathon and taking on the Bear Grylls Survival Race are just a couple of events she has taken part in to raise in excess of £600 for her chosen charities.