Keyte Chartered Financial Planners

Independent Financial Adviser  10 Middle Street, Taunton, Somerset, TA1 1SH
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FCA authorised
Last authorised 20th September 2021
We help clients achieve financial freedom through award winning financial planning and below market annual investment charges.
We can advise you on
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Stakeholder
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Buy my next home
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Equity release
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Ethical investments
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Savings for children
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Taxation planning
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Commercial mortgages
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Stockbroking services
Meet our advisers
Ben Smith BA DipPFS
Financial Adviser
Gemma Williams BSc DipPFS
Financial Adviser
Duncan Shaun CHARTERED FINANCIAL PLANNER
Financial Adviser
DR Robin Keyte CHARTERED FINANCIAL PLANNER, Financial Planner of the Year 2014
Director
About us

KEYTE LTD Chartered Financial Planners highly qualified graduate team offer award winning financial planning and advisory services to clients all over the UK. Our service will monitor your investment arrangements to make sure they continue to meet your needs. We’ll provide regular valuations and telephone and email support. We’ll agree our service and costs with you in advance of any work being undertaken. You will clearly know what you will receive from us and how much it will cost. When advising, we’ll take into account your values on social, ethical and environmental issues.

Our services

We help clients obtain financial freedom in two ways. Firstly we use our award winning financial planning service to identify your objectives and review your existing situation and propose a strategy going forwards.
Secondly we implement pension and investment arrangements with below market charges, putting more of the return in your pocket each year and allowing you to hit your targets sooner.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

10 Middle Street, Taunton, Somerset, TA1 1SH

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