Keith Sheehan Email & Phone Number
Wealth Manager, Director @ W1M Wealth & Investment Management
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Keith Sheehan Location
- London, GB
Keith Sheehan Work
- 2025 -now Wealth Manager, Director @
- 2018 -2025 Divisional Director - Chartered Financial Planner @
- 2015 -2018 Head and Deputy Head of Financial Planning @
- 2010 -2015 Director, Chartered Financial Planner @
- 2010 -2010 Director and Chartered Financial Planner @ Evans Hart
- 2007 -2010 Chartered Financial Planner @ Timothy James & Partners
- 2001 -2007 Personal Client and Corporate Consultant @ Origen
- 1999 -2001 Trainee Independent Financial Adviser @ Tolson Messenger
Keith Sheehan Education
- University of Aberdeen 1992-1996
Keith Sheehan Skills
- Pensions
- Investments
- Retirement Planning
- Inheritance Tax Planning
- Wealth Management
- Wealth
- Retirement
- Wealth Management Services
- High Net Worth Individuals
- Trusts
- Risk Management
- Protection
- Alternative Investments
- Tax
- Asset Management
- Venture Capital
- Financial Advisory
- Finance
- Wealth Accumulation
Keith Sheehan Summary
- Keith Sheehan, based in London, GB, is currently a Wealth Manager, Director at W1M Wealth & Investment Management. Keith Sheehan brings experience from previous roles at Brewin Dolphin, UBS Wealth Management and Evans Hart. Keith Sheehan holds a 1992 - 1996 University of Aberdeen. With a robust skill set that includes Pensions, Investments, Retirement Planning, Inheritance Tax Planning, Wealth Management and more. Keith Sheehan has 3 emails and 3 mobile phone numbers on RocketReach.
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