KEYTE Chartered Financial Planners are passionate about raising standards in the financial services industry, and aim to provide clients with incredible value by delivering excellent service at very competitive cost. Excellent award winning service is delivered by our graduate team of Dip PFS qualified individuals personally trained by Robin Keyte. We are pioneers in client focused fee based advice and have worked with fee based time costs for over 20 years.

Serviced Areas

  • Taunton, Weston-super-Mare, Bristol, Exeter

Contact Details

  City Taunton
  Postcode TA1 1SH
  Address 10 Middle Street
  Phone Number 018 2332 4432

From Our Website

We will not commence any chargeable work for you until you are happy and instruct us to proceed. The fee for our ongoing Portfolio Advisory Management (PAM) service is calculated as 0.50% per annum of the value of investments under management. For instance, for an investment of 200,000 we would receive 1,000 per annum. Our PAM fee will increase if assets grow or decrease if assets go down in value. This ongoing service can be cancelled by written notification at any time, without penalty. When you invest in pension or investment funds we want you to know the charges associated with your investments, where the charges are taken and typically how much.

We are delighted to announce that we have been recognised as one of the top Financial Advisers in the country at this year's FT Adviser awards. Our Investment Approach We offer five investment portfolio models that: Cover risk levels: cautious, cautious-moderate, moderate, moderate-adventurous and adventurous. Please call us now on 01823 324432 to request a bespoke fee quote. Initial and one - off pieces of work We are happy to have an initial discussion with you by telephone or at our office.

I'm looking to invest and need help working it out How can I improve on my existing pensions and investments? How much income can I get from my arrangements? When can I afford to retire? I want to understand your fees and the likely product charges My partner dealt with all our finances, I don't know what to do I want to help my children, can I afford to? I want to protect my partner and our children How can I best provide for my partner, and then the children? We are delighted to announce that we have been recognised as one of the top Financial Advisers in the country at this year's FT Adviser awards.

The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort has been made to ensure the content of this website is correct, it does not constitute personal financial advice and Keyte Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. Keyte Ltd is authorised and regulated by the Financial Conduct Authority.