Keels Financial Management

: 30 Lombard Street, London, City of London, EC3V 9BQ

: FCA Number: 503449

Website Image of Keels Financial Management

Keels Financial Management, nestled in the heart of London and regulated by the FCA under number 503449, is a beacon of financial planning expertise. Specialising in key areas such as life investments, pensions retirement advice, final salary pension transfers, and holistic financial planning, it caters to both local and regional clients. The firm's location on Lombard Street in the City of London makes it conveniently accessible to those seeking proficient investment planning and regulated advice. Renowned for their client-focused approach and ability to simplify complex financial matters, Keels Financial Management has established itself as a trusted partner in the finance sector. Expect professionalism paired with approachability when engaging their services.

Their team includes one financial adviser. Check FCA registration here.

Keels Financial Management are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Keels Financial Management from the Motorway

From the M1 Motorway:
At junction 2, please exit onto Barnet Bypass or Great North Way (A1). Proceed straight onto the Barnet Bypass or North Circular Road/ Great North Way (A406), continuing to follow the North Circular Road route (A406).
Make a slight right onto Falloden Way (A1) and continue following Falloden Way. Proceed onto Lyttelton Road, then continue onto Aylmer Road (A1). Please make a right turn onto Archway Road (A1), followed by another right turn onto St John's Way (A1).
St John's Way (A1) will slightly veer to the right and become Junction Road. Make a slight left onto Brecknock Road (A5200), continuing to follow the A5200 route. Keep right to continue on York Way (A5200).
Please note that York Way (A5200) turns left to become Wharfdale Road (A5203). Turn right onto Caledonian Road (A5203), and then turn left onto Pentonville Road (A501). Make a slight right onto King's Cross Road (A201) and continue straight to remain on King's Cross Road (A201).
Please be advised of the toll zones: You will enter a toll zone just before Attneave Street, exiting after 450 meters. Reenter the toll zone after 500 meters and exit again after 900 meters. Reentry to the toll zone occurs again after 950 meters at Ray Street.
Turn left at Ludgate Circus onto Ludgate Hill. Then, continue onto St. Paul's Churchyard and proceed onto Cannon Street. Take a slight right onto Eastcheap, then make a left onto Philpot Lane.
Please turn right onto Fenchurch Street, followed by a right turn onto Mincing Lane. Once more, be aware of entering and exiting the toll zones. Turn right onto Great Tower Street, continue onto Eastcheap, and proceed straight onto King William Street.
Finally, make a right turn onto Nicholas Lane, followed by another right onto Lombard Street. Your destination will be situated on the right side.

List of advisers under Keels Financial Management:

Keels Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.