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.

How can we help you?

Contact us to find your local adviser.

“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!”

Mrs Lewis
Mrs Lewis, Merthyr Tydfil

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