Keith Whitton

Portfolio review advisor, Wealth Management

Keith Whitton, paraplanner in Cambridge

How can I help you?

I have previously worked at Lloyds Bank for over 25 years carrying out several different roles within the bank before progressing into the Financial Adviser role.

I have also worked in a technical capacity for a team of independent financial advisers for a local company of Independent Financial Advisers.

I have worked within the Financial Services industry for 35 years, guiding and advising clients at all stages of their lives.

I provide our portfolio review service, advising our client’s short, medium and long-term objectives.

Delivering what you need 

I am passionate about helping clients to try and achieve their desired outcomes.

I carry out regular reviews to ensure our client’s plans are monitored and if necessary, altered to ensure they keep on track with their desired goals.

What else should you know? 

I hold the Diploma in Financial Planning qualification and the Advanced Diploma in Mortgage Advice.

I'm married with one daughter, and joy spending time with friends and family.

I am an avid sports fan and enjoy watching most sports. I try to maintain my fitness by being an avid cyclist, which is essential with Cambridge traffic.

Tees is here to help

We have many independent financial advisers who are based in:

Cambridgeshire: Cambridge
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston

But we can help you wherever you are in England and Wales.

Send us a confidential enquiry and our team will be in touch as soon as we can.

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