Robin Keyte | Services  

Towers of Taunton Financial Services Ltd, Chartered Financial Planners
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OUR SERVICES

What service does Robin Keyte offer to clients? There are three levels:

Ethical Funds Screening - allows you to identify which investment funds represent a reasonable match to your personal views on social, ethical and environmental issues based on the information you provide via our secure online form.

   

Financial Planning Service - which aims to help you establish where you are at the present time, identify where you want to get to in the future, assess what might be achievable and the risks involved, develop a plan to get you there, and periodically review matters and make appropriate changes.

   

Consultancy Service - a broad range of services covering business planning, research and development of social financial solutions, consumer intelligence, and lobbying.

Our unique service includes a high level of client support as standard. We have an interest in socially responsible investment, and incorporate an ethical investment service as required. For best buy deals on pensions and investments click here.