Keith Barron
Chartered and Certified Financial Planner @Alpha Wealth Ltd
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WORK HISTORY
Chartered and Certified Financial Planner @Alpha Wealth Ltd
Angus, GB
EDUCATION
Brechin High School
High School
SKILLS
ABOUT KEITH BARRON
I have been working in financial planning for over 25 years, mainly for accountancy and legal firms. I am based in Angus and but I have clients all over the UK.I specialise in advising on pensions and investments and in conjunction with the other experts such as solicitors and accountants where appropriate. I am also frequently asked to provide Inheritance Tax adviceI particularly enjoy passing my knowledge on to my clients to reduce the \"fear factor\" that many people face when trying to deal with their financial planning, this allows my clients to feel more confident in their knowledge and understanding of their financial position both now and in the future. I am one of only a handful of Financial Planners in the country to have obtained Chartered Financial Planner status from the Chartered Insurance Institute, Chartered Wealth Manager status from the Chartered Institute of Securities and Investments and the Certified Financial Planner designation from the Institute of Financial Planning. In 2009 I was awarded the Fellowship of the Personal Finance Society.Please get in touch to find out more about how I and my team can help you. Email k••••@alphaifa.com
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