We at Roberts Keen are fully independent, and not aligned to any specific product provider.
We have over 30 years combined experience across the financial services industry.
Ongoing advice to ensure your finances are appropriate with your circumstances.
Our team will always be clear and transparent in terms of any fee’s, risks and all relevant information to your financial plan.
We will provide you with clear and concise information that is jargon free.
“I used Roberts Keen to search for a better deal on my mortgage, I’ve now managed to reduce my mortgage by 9 years. That has saved me thousands and I got a better deal on my life insurance too!”
“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.
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.
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
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.