Caroline Keegan's Location
Holmfirth, Kirklees, United Kingdom
Caroline Keegan's Work
- Financial Planner @ Balance: Wealth Planning Limited
- Financial Planning at Balance Wea @ Balance: Wealth Planning Limited
- Chartered Financial Planner @ Serenity Financial Planning Ltd
- Senior Financial Planner @ UKWM
- Financial Planner @ Yorkshire Investment Group
Caroline Keegan's Education
- Kinder Institute of Life Planning
Registered Life Planner RLP (Life Planning)
2009 - 2012 - Institute of Financial Planning
Certified Financial Planner CFPCM (Financial Planning)
2003 - 2012 - Chartered Insurance Institute
Chartered Financial Planner APFS (Financial Planning and Services)
1986 - 2012
Caroline Keegan's Skills
- SIPP
- Independent Financial Advice
- Trusts
- Offshore Investments
- Retirement Planning
- Wealth Management
- Inheritance Tax Planning
- Paraplanning
- Personal Financial Planning
- Long Term Care
Caroline Keegan's Summary
Caroline Keegan, based in Holmfirth, Kirklees, United Kingdom, is currently a Financial Planner at Balance: Wealth Planning Limited, bringing experience from previous roles at Balance: Wealth Planning Limited, Serenity Financial Planning, UKWM and Yorkshire Investment Group. Caroline Keegan holds a 2009 - 2012 Registered Life Planner RLP in Life Planning @ Kinder Institute of Life Planning. With a robust skill set that includes SIPP, Independent Financial Advice, Trusts, Offshore Investments, Retirement Planning and more, Caroline Keegan contributes valuable insights to the industry. Caroline Keegan has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Caroline Keegan you were looking for?
Find contact details for 700 million professionals.
Others Named Caroline Keegan
-
15+
-
1
-
11
-
1
Top Balance: Wealth Planning Limited Employees
-
View
Susan Lovell
Chartered Financial Planner at Balance: Wealth Planning Limited
West Bridgford, England, GB2 -
1
-
View
Caroline Keegan
Financial Planner at Balance: Wealth Planning Limited
Holmfirth, Kirklees, United Kingdom2 -
View
Christine O'Dowd
Executive Assistant at Balance: Wealth Planning Limited
England, United Kingdom1 -
ViewKrupesh Kotecha
Financial Planner at Balance: Wealth Planning Limited
Nottinghamshire, Nottinghamshire, United Kingdom1 -
View
Nidhi Naik
Paraplanner at Balance: Wealth Planning Limited
Northampton, Northamptonshire, United Kingdom1 -
1
-
ViewRebecca Aldridge
Managing Director | Financial Planner | Ifa | Life Planner | Pension Transfer Specialist at Balance: Wealth Planning Limited
Nottingham, Nottingham, United Kingdom1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
