Our Approach
Roberts Keen Independent Financial Advisers pride ourselves on approaching each clients business as if it were our own. We work by getting to know you, and what your financial priorities are, before recommending a solution. With access to the whole market for Investment Funds, Mortgages, Pensions, Life and Critical Illness insurers, you can be sure we will find the right solution for you.
Personal Service
We always conduct our business face to face, whether you prefer to meet at home or in our office.
We are Passionate
Finding the right financial product to meet your needs is something which we pride ourselves on. We’ve invested in some of the best systems to enable us to source products from across the whole market with our restriction.
We are transparent
We will always be clear and transparent in terms of any fee’s, risks and all relevant product information relevant to your financial plan.
Always Contactable
You will be provided with the personal phone and e mail contact details of your Financial Adviser so you can always contact us if needed.
Jargon Free
Information regarding financial products can seem complex for some. We will always explain our recommendations and products to you in jargon free language.
Fully Regulated
You are safe in the knowledge we are fully regulated by the Financial Conduct Authority whose high standards are embedded in our working practices and policies.
“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.
