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. Whether you have money or not we offer reliable, responsible methods to develop your finances and help you reach your potential. Assessing your attitude toward risk and capacity or loss, we devise an investment portfolio to meet your income or growth requirements at an acceptable level of risk that allows you to sleep at night.
We help you build a plan, evaluate the key factors for current stage and plan for your retirement. Once we have had a discussion about the work you would like us to do, we will provide you with a bespoke fee quote. Our advice will help you achieve your goals whilst minimising cost, tax and exposure to risk.
We help you build a plan, evaluate the key factors for current stage and plan for your retirement. Once we have had a discussion about the work you would like us to do, we will provide you with a bespoke fee quote. Our advice will help you achieve your goals whilst minimising cost, tax and exposure to risk.
Services
Keyte Ltd are independent Chartered Financial Planners 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 Chartered and 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.
KEYTE Chartered Financial Planners previously traded under the name Towers of Taunton (Financial Services) Ltd.
Excellent award winning service is delivered by our graduate team of Chartered and 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.
KEYTE Chartered Financial Planners previously traded under the name Towers of Taunton (Financial Services) Ltd.
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.
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.
Work out the amount of sustainable income you might receive in retirement from your pensions and investments, and what you need to do if you want to improve the position.
Identify the changes needed once your earned income stops, as your capacity to accept an investment loss alters.
Confirm how your pension fund death benefit will be organised, and suggest any changes if required.
Identify entitlements to safeguarded benefits like guaranteed annuity rates, tax free cash higher than 25% or guaranteed pensions with inflationary increases, and any issues with the Lifetime Allowance.
Identify the changes needed once your earned income stops, as your capacity to accept an investment loss alters.
Confirm how your pension fund death benefit will be organised, and suggest any changes if required.
Identify entitlements to safeguarded benefits like guaranteed annuity rates, tax free cash higher than 25% or guaranteed pensions with inflationary increases, and any issues with the Lifetime Allowance.
Cover risk levels: cautious, cautious-moderate, moderate, moderate-adventurous and adventurous.
Use a blend of active and passive funds to invest in the mainstream asset classes including shares, fixed interest securities, cash and commercial property.
Aim for good returns ahead of inflation, whilst also seeking to incorporate defensive qualities, so you have some cushion if the markets drop.
Concentrate on using funds that are protected by the Financial Services Compensation Scheme (many are not).
Use a blend of active and passive funds to invest in the mainstream asset classes including shares, fixed interest securities, cash and commercial property.
Aim for good returns ahead of inflation, whilst also seeking to incorporate defensive qualities, so you have some cushion if the markets drop.
Concentrate on using funds that are protected by the Financial Services Compensation Scheme (many are not).
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.
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.
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