Business Details
20 Years
experience
Your Trusted Financial Partner in Basingstoke
Martin Keyte Financial Planning has been dedicated to delivering tailored financial solutions since 2006. Our approach centres on building long-term relationships with clients, ensuring each financial plan is uniquely crafted to align with individual objectives. We specialise in wealth management, offering expertise in investment planning, retirement strategies, and protection planning to secure present stability and future prosperity. Our commitment to comprehensive advice is matched by a focus on regular reviews, adapting to life's inevitable changes.As an Appointed Representative of St. James's Place Wealth Management, we maintain rigorous professional standards under FCA regulation. Our team prioritises transparency, ensuring clients receive appropriate guidance in a friendly yet professional manner. With a registered office in Basingstoke, we serve clients across Hampshire and beyond. Our philosophy remains simple: provide security now, prosperity in the future, and wealth protection for generations. This enduring commitment has established us as trusted partners in financial planning.
Services
Investment planning
Retirement planning
Protection planning
Corporate services
Mortgages
Wealth management
Financial advice
Details
- Year established: 2006
Highlights and features
- We build long-term relationships with clients through personalised financial planning.
- Our bespoke wealth management strategies adapt to changing life circumstances.
- We provide transparent, comprehensive advice under FCA-regulated standards.
- Our team combines local knowledge with national regulatory compliance expertise.
- We offer ongoing portfolio reviews to ensure continued alignment with objectives.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised financial plans
Professional service
Long-term relationships
Services
Investment planning
Our investment planning service creates tailored strategies to grow your wealth while managing risk. We assess your financial goals and risk tolerance to develop diversified portfolios. Regular reviews ensure your investments remain aligned with changing circumstances and market conditions.
Retirement planning
We help you build sustainable retirement income through comprehensive pension planning. Our approach considers tax efficiency, lifestyle aspirations, and longevity to ensure financial security in your later years. We specialise in navigating complex retirement regulations.
Protection planning
Our protection strategies preserve your assets against unforeseen events. We design insurance solutions that protect your income, family, and business interests. This includes life cover, critical illness protection, and income protection policies tailored to your needs.
Corporate services
We provide strategic financial solutions for businesses including succession planning, employee benefits, and corporate investment strategies. Our services help business owners optimise financial structures while ensuring compliance with regulatory requirements.
Mortgages
Our mortgage advice covers residential and buy-to-let financing options. We help clients navigate the mortgage process, comparing products to find competitive rates that align with their long-term financial objectives and affordability.
People
Martin Keyte
Financial Planner
Martin Keyte has over 15 years' experience in financial services, specialising in wealth management. He focuses on creating tailored financial plans that adapt to clients' evolving needs. His approach combines technical expertise with a commitment to long-term client relationships.
Questions
What financial planning services do you offer?
We provide investment planning, retirement strategies, protection planning, corporate financial solutions, and mortgage advice tailored to individual needs.
How do you create personalised financial plans?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, then develop bespoke strategies that evolve with your changing needs.
Are you regulated by financial authorities?
Yes, we operate under St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How often do you review financial plans?
We conduct regular reviews to ensure your plan remains aligned with your objectives and adapts to life changes or market conditions.
Do you work with businesses as well as individuals?
Yes, we offer corporate financial services including succession planning, employee benefits, and business investment strategies.
