Following a great deal of study and “why am I doing this”, we are pleased to announce that Keeley has now qualified with a Diploma in Financial Planning as recognised by the Chartered Insurance Institute.
This means that she can help with a wider variety of your financial issues, and together with our recommended IFA’s, can arrange pensions, insurances and investments on your behalf as well as the accountancy and tax consultancy services she already deals with.
We feel that this is an essential part of the service that we can provide to our clients, and look forward to dealing with this area of work in the future.