daytime or evenings, we can arrange
appointments which work for you.
to find the solution that suits you
find the best mortgage deal for you.
to find the solution that suits you
Why us?
We at Roberts Keen are fully independent, and not aligned to any specific product provider.
Experience
We have over 30 years combined experience across the financial services industry.
Financial Planning
Ongoing advice to ensure your finances are appropriate with your circumstances.
Values
Customer
We put our clients at the heart of everything we do and will always strive to deliver exceptional customer service.
Transparent
Our team will always be clear and transparent in terms of any fee’s, risks and all relevant information to your financial plan.
Communication
We will provide you with clear and concise information that is jargon free.
testimonials
Ms Griffiths
“Roberts Keen helped me make an amendment to my mortgage. I found them very helpful and they were able to fully explain the complexity of my situation in an easy to understand way. They also were able to save me money on my life insurance.” Ms Griffiths, Swansea.
Mr and Mrs Morgan
On retirement we got in touch with Roberts Keen, our adviser Lindsay helped invest our funds, which has helped support our lifestyles now we are retired. The funds performed so well we’ve even been able to have a few extra holidays with the additional money.
Mr Thomas
Lindsay was very professional and thorough in sorting my pensions. I had a number of existing pensions and got poor service from my existing providers. All of my pensions are now in one place, the process was very simple, and I have regular reviews keeping me updated
Mr Rogers
Having used Roberts Keen for my Family protection and retirement planning, I’d highly recommend them. They were highly professional throughout, and explained everything to me step by step.
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.