Matthew KeenDirector

  • BSc(Hons)
  • DipFA
  • CeFA
  • CeMAP

Matthew began his financial services career working within the finance department of Halifax Building Society. Within this role he obtained substantial knowledge and experience of the consumer credit industry. Matthew soon discovered that a role with greater customer engagement would be more suited to his talents so moved to the branch network as a Financial Adviser.

During this period, Matthew provided advice on a whole range of products including savings, investments, and life assurance. He relished the challenge of providing an holistic service to a wide range of clients of various ages with different values and risk profiles throughout the South Wales Valleys. Matthew continued his career as a financial advisor with another leading UK institutions where he also provided pension and annuity advice. In March 2014 Matthew made the decision to set up his own business providing contract services to major UK Bank and Financial Services institutions. Matthew lives in Merthyr Tydfil and is married with two sons.


contact details

32 Oak Tree Rise
Merthyr Tydfil, CF47 0SN.

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