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.
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.
With offices in Hertfordshire and London, Bobby is 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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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.
SJP Approved 26/04/2024
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.
