Patrick Keegan
Wealth Management Director
Patrick is a Certified Financial Planner™, has an MSc in Financial Services, is a Specialist Investment Advisor, a Retirement Planning Advisor and a Qualified Financial Advisor. Patrick’s aim is to help ensure our customers are financially independent.
Patrick’s areas of expertise include helping our customers plan for their retirement, the efficient drawdown and regular review of their pensions, ensuring their protection needs are met and that their investment strategies are appropriate. He advises high net worth individuals on their retirement planning, wealth protection, estate and succession planning strategies, and business cash extraction opportunities.
Patrick also specialises in providing advice to corporate clients on the design of pension and risk scheme structures, corporate investments, business protection and shareholder succession planning.
