Keith Whitton

Portfolio Review Adviser

Wealth Management

Biography

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 clientโ€™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 clientโ€™s plans are monitored and if necessary, altered to ensure they keep on track with their desired goals.

Expertise

Wealth Management

Entrusting the accumulated wealth of a lifetimeโ€™s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

Further information

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.

News and insights