Sebastian Keats

Areas of expertise

My expertise lies in creating bespoke financial plans tailored to each client’s unique needs and aspirations. Through personalised advice and strategic planning, I have successfully guided clients towards financial stability and growth.

Experience

With a decade of experience in Financial Services on the South Coast, I have honed my skills in helping a diverse range of clients achieve their financial goals. My journey has involved working closely with individuals and families to understand their unique financial situations and aspirations. My approach is client-centric, focusing on building long-term relationships based on trust and transparency.

My commitment to excellence and personalized service has earned me a reputation for reliability and expertise in the financial services industry. Whether its helping clients navigate complex financial landscapes or providing ongoing support and advice, I am dedicated to making a positive impact on their financial well-being.

Notable client work and achievements

Throughout my career, I have successfully guided clients through various financial challenges and opportunities, from retirement planning and investment strategies to tax optimization and estate planning.

Professional qualifications/memberships

Level 4 Diploma for Financial Advisers (DipFA) with the London Institute of Banking & Finance (LIBF)

Member of the London Institute of Banking & Finance

Level 3 Diploma in Accounting with the Association of Accounting Technicians (AAT)

Level 2 Certificate in Accounting with the Association of Accounting Technicians (AAT)