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.
Bobby Keer

113 Shearwater Road, Hemel Hempstead, Hertfordshire, HP3 0GB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 knowledge that Bobby was able to recommend and provide me with an option that was right for me. Bobby gave me more than enough information throughout the entire process - with more available if I required! - and made the whole process simple and easy to understand. Bobby's expertise showed throughout the setting up of my plan and continues with regular updates now that my plan is up and running. I always thought that setting up an investment would be difficult and complex to understand and so have put this off for quite some time, but Bobby has made the process so simple and also assists with reviews to ensure that I am on track to achieve what I intended. I would have no hesitation in recommending Bobby to any of my friends, family, colleagues or clients.
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.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

B&N Financial Planning Limited is registered in England and Wales, Number 10624370. Registered Office: 59 The Avenue, Southampton, Hampshire, SO17 1XS.
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Bobby Keer
B&N Financial Planning Limited
07506 706420