Business Details
Your Trusted Financial Advisers in Basingstoke
Martin Keyte Financial Planning is dedicated to providing tailored financial solutions through a collaborative, long-term approach. We prioritise understanding each client's unique circumstances to create bespoke financial plans that address both immediate needs and future aspirations. Our commitment to regular reviews ensures clients remain aligned with their objectives while adapting to life's inevitable changes. We specialise in wealth management, offering expert guidance on building, growing, protecting, and preserving financial assets. Our services encompass investment planning, retirement strategies, protection planning, and intergenerational wealth management. As an Appointed Representative of St. James's Place Wealth Management, we maintain rigorous professional standards while delivering advice in a friendly, approachable manner.Our focus remains steadfast on achieving security for clients today, prosperity for their future, and safeguarding wealth for subsequent generations. With a foundation built on trust and transparency, we aim to demystify financial planning through clear communication and actionable strategies. Our team's expertise spans comprehensive financial assessments, risk management solutions, and specialist banking services tailored to individual circumstances. By maintaining membership with the Financial Conduct Authority, we uphold our commitment to regulatory excellence and client protection.
Services
Investment planning
Retirement planning
Protection planning
Corporate services
Mortgages
Wealth management
Highlights and features
- We build long-term relationships with clients through transparent communication
- Our bespoke financial plans adapt to changing personal circumstances
- We provide comprehensive advice across all wealth management disciplines
- Our team maintains rigorous regulatory compliance standards
- We specialise in intergenerational wealth transfer strategies
Associations and certifications
- Financial Conduct Authority
Services
Investment planning
We develop tailored investment strategies to grow your wealth while managing risk according to your personal circumstances and financial goals. Our approach considers market conditions, time horizons, and risk tolerance levels to create diversified portfolios. Regular performance reviews ensure your investments remain aligned with evolving objectives.
Retirement planning
Our retirement planning services focus on creating sustainable income streams while optimising tax efficiency. We assess current pension provisions, recommend appropriate vehicles, and develop withdrawal strategies to ensure financial security throughout retirement. Regular updates account for legislative changes and personal circumstances.
Protection planning
We provide comprehensive risk assessment and insurance solutions to protect your financial well-being against unforeseen events. Our approach balances life cover, critical illness protection, and income replacement strategies with your existing assets and family needs to create robust safety nets.
Corporate services
Our corporate financial services cater to business owners seeking to manage company assets, succession planning, and employee benefits. We address business protection, director remuneration strategies, and corporate investment solutions while considering personal financial objectives.
Wealth management
We offer holistic wealth management covering all aspects of financial planning, from asset allocation to estate planning. Our services integrate investment management, tax planning, and intergenerational wealth transfer strategies to preserve and grow family wealth across generations.
People
Martin Keyte
Financial Planner
Martin Keyte brings extensive experience in wealth management, specialising in creating tailored financial solutions. He focuses on building long-term client relationships while maintaining rigorous professional standards through his partnership with St. James's Place Wealth Management.
Questions
What financial planning services do you offer?
We provide investment planning, retirement strategies, protection planning, corporate services, and intergenerational wealth management tailored to individual circumstances.
How do you personalise financial plans?
We conduct comprehensive assessments of your current situation and goals, creating bespoke strategies that evolve with your changing needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How often are financial plans reviewed?
We recommend regular reviews to ensure your plan remains aligned with your objectives and adapts to any life changes.
What areas do you cover?
While based in Basingstoke, we serve clients nationally through both in-person and virtual consultations.
How do you charge for services?
Our fee structure is transparent and discussed upfront, with options tailored to the complexity and scope of required financial planning services.
