Keith Is founder and board director at Pennymatters. They operate from theirm head office in Bracknell and another office in Wisley and regulate over 30 advisers who collectively can provide all advice in relation to retirement planning, investments, and protection. The aim is to provide a one stop shop for all clients and subsequently Pennymatters are regulated in every single advice permitted within the regulations.
They are happy to speak to any client keen to improve their financial position no matter how affluent and the aim is to match their fees to the client not the other way round.
Keith still spends the majority of his time advising and demonstrates high skills with clients at or after retirement, as well as dealing with Directors of businesses.