B&N Financial Planning Limited

Associate Partner Practice of St. James's Place Wealth Management

Bobby Keer Dip CII, Director

Bobby started his Financial Services career with Aegon in 1999 at their Middlesex office. He left his role as a Consultant with Aegon in 2001 to become a Financial Adviser. In 2017 he joined St. James's Place Wealth Management.

As an adviser, Bobby specialises in providing a holistic, high level financial planning service, to help his clients to achieve their goals as their financial needs evolve over time. He believes clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions.

Outside of his business, Bobby is a keen follower of Formula 1 and he enjoys travelling.

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