An Associate Partner Practice of St. James's Place Wealth Management

B&N Financial Planning Limited

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Bobby Keer

Dip CII
I specialise in providing a holistic, high level financial planning service, to help my clients to achieve their goals as their financial needs evolve over time. I believe clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions.

About

Bobby started his Financial Services career with Aegon in 1999 at their Middlesex office. He left his role as a Consultant with Aegon in 2001 to become a Financial Adviser. In 2017 he joined St. James's Place Wealth Management.

Outside of his business, Bobby is a keen follower of Formula 1 and he enjoys travelling.

B&N Financial Planning Limited was established in 2017, when its Director Bobby Keer after working as a Financial Adviser for 15 years, accepted an invitation to join St. James's Place Wealth Management.

With offices in Hertfordshire and London, we are able to provide advice to clients across the South East of England.

With over 15 years working within wealth management, Bobby Keer has the knowledge and experience that you need to be confident that your business is in safe hands.

At the heart of the service offered by Bobby Keer is his belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such he regularly publishes a range of newsletters exclusively for his clients, including a weekly communication covering key market, economic and personal finance news and quarterly magazine, The Investor.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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I asked Bobby to advise me in savings and investments. Bobby met with me at a convenient time and went through my current finances, future plans and the options to achieve those plans whilst ensuring that I had enough for a rainy day. I have no experience in investments but felt safe in the knowle...
Leah Walker
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
B&N Financial Planning Limited is registered in England and Wales, Number 10624370. Registered Office: 59 The Avenue, Southampton, Hampshire, SO17 1XS.