Background report - Caroline Keegan
The purpose of this adviser pack is to give you more insight into our team of financial planners and their experience within financial services.
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If you have a question about any aspect of our services, please contact us using any of these methods:
The Point, Loughborough Road
West Bridgford
Nottingham
NG2 7QW
T: 0800 7723456 | F: 0872 1117721 | team@balancewealth.uk | www.balancewealth.uk
Caroline Keegan
Chartered Financial Planner
Caroline has worked in Financial Services for over 30 years in different roles for organisations, including private banking, regional financial advice firms and national wealth managers.
Read on to find out more about Caroline.
Your goals - our focus. Our careful planning could help you do more than you ever thought possible, sooner than you imagine.
Website profile
Money gives security and options. It helps us do the things we want to do. To have nice things around us. To help the people we love.
Professional Body Membership
Personal Finance Society
Caroline is a member of the Personal Finance Society, which is part of the Chartered Insurance Institute. You can view the registration here:
https://www.thepfs.org/membership/member-search
Chartered Institute for Securities and Investment
She is also a member of the Chartered Institute for Securities and Investment. You can view the registration here:
https://www.cisi.org/cisiweb2/cisi-website/join-us/cisi-member-directory
Our unique process leads to increased wealth, reduced taxes, improved confidence and reduced risks. Helping our clients retire sooner, have more holidays, give generously, and feel in control.
Statement of Professional Standing
Award-winning holistic financial planning. Carefully considering every aspect of your finances, we forecast your lifetime wealth and the lifestyle it could support.
Caroline Keegan - FCA authorisation
Our fees represent the time, care and expertise needed to produce your personal financial plan, and help you implement it.
Client reviews
The real secret to a successful financial plan is to keep it regularly reviewed. Life changes fast, and your plan needs to reflect that. Regulations and investment markets don't take breaks either. Our unique support continues to grow and protect your wealth, keep taxes low and give you peace of mind.
Awards and accolades
