Keyte Chartered Financial Planners

At Keyte Chartered Financial Planners, we are a family-owned business that has been operating in Taunton, Somerset, since 1988. We take pride in providing exceptional financial advice to our clients, helping them to achieve their financial goals and secure their financial futures. Our team of Chartered and Dip PFS qualified individuals is dedicated to delivering excellent service, ensuring that our clients receive the highest standard of advice.

Our Philosophy

At Keyte Chartered Financial Planners, we believe that everyone deserves to have control over their financial well-being. We understand that financial matters can be complex and overwhelming, which is why we strive to provide clear, concise, and tailored advice that meets each client's unique needs. Our goal is to empower our clients to make informed decisions about their financial futures, allowing them to achieve their goals and live life to the fullest.

Our Services

We offer a comprehensive range of financial services designed to help our clients achieve their financial objectives. Our services include:

• Financial Advice: We provide expert guidance on investment, savings, and retirement planning, ensuring that our clients make informed decisions about their financial futures.
• Financial Planning: We create personalized financial plans tailored to each client's unique needs, helping them to achieve their financial goals.
• Retirement Planning: We help our clients plan for their retirement, ensuring that they have a sustainable income stream to support their post-retirement lifestyle.
• Savings & Investments: We advise our clients on the most suitable savings and investment options, ensuring that their hard-earned savings are working in their best interests.

Our Awards and Recognition

We are proud to have been recognized as one of the Top 100 Financial Advisers in the country, as ranked by FT Adviser. This achievement is a testament to our commitment to delivering exceptional service and providing our clients with the best possible advice.

Our Team

Our team is comprised of experienced and highly qualified professionals who are dedicated to delivering exceptional service to our clients. Our Chartered and Dip PFS qualified individuals are committed to staying up-to-date with the latest financial trends and regulations, ensuring that our clients receive the highest level of expertise.

Get in Touch

If you would like to discuss your financial situation or require advice on a specific matter, please do not hesitate to contact us. We can be reached by phone on 01823 324432 or via email at customerservice@keyte.co.