Business Details
50+ Years
experience
Your Life by Design: Expert Financial Planning in Birmingham
Established in 1928, Keeley & Co & Co has built a legacy of providing independent financial advice rooted in high ethical principles, technical expertise, and client-centric care. Our approach combines decades of industry experience with a deep understanding of evolving financial regulations to deliver tailored solutions. We specialise in life planning, wealth management, and investment strategies, ensuring clients achieve long-term financial security. Our team of chartered financial planners and registered life planners brings unparalleled expertise to every consultation.We prioritise transparency, maintaining trust through clear communication and a commitment to regulatory compliance. With a focus on holistic financial modelling, we help clients align their wealth with personal aspirations. Our dedication to continuous learning ensures we remain at the forefront of financial innovation. Clients benefit from our proven track record in navigating complex financial landscapes while receiving personalised guidance. We measure success through the lasting relationships we build and the financial confidence we instil in our clients.
Services
Life Planning
Wealth Management
Investment Advice
Insurance Protection
Retirement Planning
Family Wealth Transfer
Details
- Year established: 1928
Highlights and features
- We have over 90 years of combined experience in financial planning
- Our team includes Chartered Financial Planners and Registered Life Planners
- We implement a patented life planning process for holistic financial strategies
- Our investment management approach delivers consistent returns since 2008
- We provide transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
Services
Life Planning
Our life planning service helps clients design their ideal future by aligning financial resources with personal aspirations. We conduct in-depth consultations to understand your goals, values, and priorities. Using structured financial modelling, we create comprehensive strategies that integrate wealth management, retirement planning, and legacy creation while maintaining flexibility for life's changes.
Wealth Management
We provide holistic wealth management covering asset allocation, tax efficiency, and risk management. Our approach combines investment expertise with personal financial planning to grow and protect your wealth. We create customised portfolios aligned with your risk profile and financial objectives, with regular reviews to ensure ongoing suitability and performance optimisation.
Investment Advice
Our investment advice service offers tailored recommendations across various asset classes and investment vehicles. We conduct thorough market analysis to identify opportunities matching your financial goals. Clients receive quarterly investment bulletins and benefit from our active portfolio management approach, with regular performance reviews and strategic adjustments as market conditions evolve.
Insurance Protection
We design comprehensive insurance solutions to protect against financial risks from critical illness, disability, or death. Our services include life assurance, income protection, and business continuity insurance. We source policies from multiple providers to find optimal coverage for your personal circumstances or business needs, with regular policy reviews to ensure ongoing adequacy.
Retirement Planning
Our retirement planning service creates tax-efficient pathways to financial independence. We analyse current savings, project future needs, and develop withdrawal strategies to maximise retirement income. The service includes pension consolidation, drawdown planning, and regular progress reviews to ensure you remain on track to achieve your desired retirement lifestyle.
People
Luella Keeley
Director & Chartered Financial Planner
Luella Keeley & Co & Co is a Fellow of the Chartered Insurance Institute and Registered Life Planner with over 25 years' experience. She specialises in integrating life planning with financial strategies and contributes to environmental sustainability initiatives.
Jessica Little
Chartered Financial Planner
Jessica Little brings military discipline and precision to financial planning, holding the Chartered Financial Planner designation. With over 8 years' experience, she focuses on creating robust financial strategies for individuals and families.
Alexandra Llewellyn
Chartered Financial Planner
Alexandra Llewellyn combines Certified Financial Planner credentials with 8 years' industry experience. She specialises in wealth management for professionals and entrepreneurs, with particular expertise in tax-efficient investment structures.
Paul Bagnall
Financial Planner
Paul Bagnall holds the DipPFS qualification and serves on our Investment Committee. With 20 years' industry experience, he focuses on portfolio construction and market analysis to support client investment strategies.
James Rowley
Trainee Adviser / Paraplanner
James Rowley, a Diploma-qualified financial planner, provides technical support and client service. His background includes private banking experience with high-net-worth clients, and he's working towards full adviser status.
Questions
What financial services do you specialise in?
We specialise in life planning, wealth management, investment advice, insurance protection, and retirement planning tailored to individual circumstances.
How do you approach financial planning?
Our five-step process includes exploratory meetings, life planning, financial modelling, strategy development, and implementation of tailored solutions.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference 126791.
Do you offer investment management services?
Yes, we provide ongoing investment management with quarterly reviews, performance monitoring, and fund adjustments as needed.
Can you help with intergenerational wealth transfer?
We specialise in family wealth planning, helping clients transfer assets tax-efficiently while maintaining financial security.
