INVESTMENTS
What are you saving for? Whether it be building up a nest egg for the future, saving for something specific, or making the most of funds you already have, with access to investment funds across the whole of the market we can create a bespoke financial plan to help you make your financial goals a reality.
With Regular reviews we will not only keep you updated on the performance of your plans, but ensure that we are on track to help you meet your financial goals.
safety net & build wealth
You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.
Types of investment available to us
Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:
- ISA
- Collective Investments (OEIC’s and Unit Trusts)
- Investment Bonds
- Investment Trusts
- Enterprise Investment Schemes
- Exchange Traded Funds
- Offshore and Onshore Investments
“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.
