Company History
Roberts Keen was formed by the merging of two companies, LJR Wealth Management and Matthew Keen Financial Consultancy to bring a wealth of experience of financial advice, compliance, market knowledge and exceptional customer service all under one roof.
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Lindsay Roberts True Potential
Lindsay set up his own IFA practice in April 2013 as he felt passionate about being able to offer clients advice across a range of products without restriction. Working from his office is Miskin, Lindsay has successfully grown his business to now service over 150 clients all of which will continue to have their finances managed by Roberts Keen Independent Financial Advisers.
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Matthew Keen Financial Consultancy.
In March 2014, Matthew decided to take his career in the industry down a different path. He set up his own consultancy firm which provided contract services to banks and other financial institutions. For over 2 years, the firm was involved in a project for a major high street bank which was looking at the suitability of investment sales, the project was the largest review of its kind in the financial services industry.
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Roberts Keen Independent Financial Advisers
In October 2016 we launched Roberts Keen with a passion to offer our clients a bespoke personal service, with access to the whole of market to source solutions. We offer a full advice service on a range of financial products, and pride ourselves on out transparency and professionalism.
“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.
