Keeley & Co

Your Life by Design - We offer financial life planning to clients who have liquid assets of between 1/2m to £10m in total wealth. Firstly we carry out some simple life planning to explore what is most important to the client and to help them formulate a coherent life plan. Secondly, we gather personal data and use this to create a complete financial model of the rest of the client's life to demonstrate their lifetime wealth. We do this firstly on the basis that all of their financial arrangements continue as at present and then on the basis of rearranging their financial affairs with our recommendations to support the agreed life plan. Thirdly, we carry out any rearrangements to their financial affairs to provide a tax-efficient and streamlined financial strategy to support their life plan. Our work has just begun. We now put in place an annual review system to continue to manage the client's financial arrangements to support their life plan. Many of our clients are business owners with many available choices, both business and personal. This requires a consideration of their overall life and work balance to create a life worth living. We also advise a substantial number of private wealth clients in the second half of their lives.