“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.
Ms Griffiths
On retirement we got in touch with Roberts Keen, our adviser Lindsay helped invest our funds, which has helped support our lifestyles now we are retired. The funds performed so well we’ve even been able to have a few extra holidays with the additional money.
Mr and Mrs Morgan
Lindsay was very professional and thorough in sorting my pensions. I had a number of existing pensions and got poor service from my existing providers. All of my pensions are now in one place, the process was very simple, and I have regular reviews keeping me updated
Mr Thomas
Having used Roberts Keen for my Family protection and retirement planning, I’d highly recommend them. They were highly professional throughout, and explained everything to me step by step.