Peter Keenan DipPFS Cert CII (MP)
Tell me more about Peter Keenan DipPFS Cert CII (MP)?
Peter Keenan DipPFS Cert CII (MP) is a highly experienced financial services professional with over 14 years of expertise in the industry. Based in the United Kingdom, he offers comprehensive wealth management advice, including retirement planning, investment planning, and corporate financial planning. Peter is committed to building long-term relationships with his clients and meeting them regularly. He works closely with professionals to ensure the best advice is available. Outside of work, Peter enjoys football and spending time with his wife and daughter.
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About
I have over 14 years experience within the financial services industry. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients. My advice covers all areas of wealth management, including, retirement planning, wealth protection, investment planning and corporate financial planning. I am committed to building long-term, high trust relationships with my clients. Not only do I meet my clients regularly, they are also invited to client days where they can find out more about what is happening in the world of wealth management.I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available.When I am not working, I enjoy football and spending time with my wife and daughter. I have an active social life and enjoy being active.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
...See MoreWork Experience
Principal | Associate Partner
Business Assurance Officer
Financial Services
Peter Keenan DipPFS Cert CII (MP)'s Professional Milestones
- Principal | Associate Partner (2018-12-01~): Achieved significant expansion in the industry by building strategic partnerships and streamlining operations.
- Business Assurance Officer (2015-03-01~2018-12-01): Developed and implemented strategic initiatives to strengthen business practices and improve operational efficiencies.
Certification
Colleagues
CA Ankit Srivastava
sr business analyst finance| finance product owner | finance transformation| finance functional consultant| jd edwards | oracle cloud financials| apps2fusion| dynamic 365
Claire Hayden
Owner | Experienced Financial Adviser | Investment Retirement And Protection Planning
Nikita-Jade Grouvel
Scrum Product Owner
Peter Manikam
owner manikam wealth management st james s place
Rory Byrne
owner st james s place
Other Named Peter Keenan DipPFS Cert CII (MP)
Frequently asked questions
Peter Keenan DipPFS Cert CII (MP)'s social media include: Linkedin,
Peter Keenan DipPFS Cert CII (MP) works for St. James’s Place
Peter Keenan DipPFS Cert CII (MP)'s role in St. James’s Place is Principal | Associate Partner
Peter Keenan DipPFS Cert CII (MP) works in the industry of Financial Services
Peter Keenan DipPFS Cert CII (MP)'s colleagues are CA Ankit Srivastava,Claire Hayden,Nikita-Jade Grouvel
Peter Keenan DipPFS Cert CII (MP)'s latest job experience is Principal | Associate Partner at St. James’s Place