Keeley has over 20 years’ experience within Financial Services Industry, although she started her career at HMRC (Nottingham) administering large death estates within the Capital Taxes Office. She is qualified and experienced in all areas of financial planning such as finance, administration, technical, advisory, business operations, compliance and providing high standards of client services.
Her qualifications include City & Guilds (by Royal Charter) Advanced Business Studies, London Chamber of Commerce Advanced Office Procedures & Business Management, Financial Planning Certificate, Advanced Certificate in Financial Administration and Advanced Leadership and Management.
Banner Jones Wealth Management is:
- the trading name of Banner Jones Wealth Management LLP (registered in England & Wales, number OC380075)
- a separate legal entity to Banner Jones ltd
- is not a law firm authorised or regulated by the Solicitors Regulation Authority
- an Appointed Representative of Future Life Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Jillian Thomas is the Managing Director of Future Life Wealth Management.