B&N Financial Planning Limited was established in 2017, when it's Director Bobby Keer after working as a Financial Adviser for 15 years, accepted an invitation to join St. James's Place Wealth Management.
With offices in Hertfordshire and London, we are able to provide advice to clients across the South East of England.
With over 15 years working within wealth management, Bobby Keer has the knowledge and experience that you need to be confident that your business is in safe hands.
Bobby's expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of the service offered by Bobby Keer is his belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such he regularly publishes a range of newsletters exclusively for his clients, including a weekly Monday Markets Bulletin and quarterly magazine, The Investor.