Keane Pensions & Investments are Independent Financial Advisers. Alan Keane is a UK Qualified Indepe
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Independent Financial Advice
Our page has been designed to reflect the way we operate on behalf of clients. Every client we see has different concerns and goals, and we tailor our approach and advice to them accordingly. As a result, you will not find pages of lengthy detail as no one product is suitable for everyone. There is an overview of the services we offer and a recent selection of Product Providers used to provide client solutions. Our aim is to provide a complete service to our clients based on the clients needs and priorities whether Pensions or Investments. Many clients wish to enjoy a tax-efficient income and preserve the value of their wealth, not only during their lifetime but also through to the next generation. Our personal, local service ensures that our solutions are tailor-made to meet your specific requirements and objectives.The objective is to create a Financial plan for each client which is easy to understand and can be reviewed on an ongoing basis. The Planning stage involves completing a confidential client questionnaire. This is essential to fully understand your needs and objectives. If you do not know what you want to achieve then how will you get there? There are many considerations which will be discussed in your first meeting. Once your goals and needs have been established the planning begins. Once all information has been considered a strategy is designed in line with your priorities and needs. For Investments your attitude to risk and timescales are paramount together with your capacity to suffer any losses. The second meeting is to discuss your strategy and related funds and product providers chosen and agreed. A comprehensive report is prepared for you. This will include a full explanation of the features, benefits and costs of each recommendation. If happy to proceed the strategy is implemented and paperwork completed. Your strategy, goals and the value of your investments will be reviewed at regular meetings as agreed at the outset along with any future needs
