Dawn Keeling

Dawn Keeling

Financial Planner | The All Rounder

“I have a heartfelt interest in people and their aspirations. I view my job as enabling people to make informed, confident choices about how best to plan and visualise their future”.

Experience

Dawn has over 20 years’ experience in financial services having spent 13 years working for major life assurance companies. In 2012 she moved into a personal advice firm, completed her Diploma in Regulated Financial Planning in 2013 and became a financial planner in 2017. Dawn is Concept’s most recent joiner having started with the company in June 2021 and is currently working towards chartered status.

Expertise

  • Listening to clients to find out what they really want to achieve.
  • Providing education and support to clients to support their goals.
  • Keeping clients informed at every stage of the advice process.

Interests

Trying to keep up with family and friends, reading and going on holiday!

Click here to view Dawn’s Statement of Professional Standing by the CII

Qualifications

  • ICA Diploma in Compliance
  • Diploma in Regulated Financial Planning
  • Certificate in Discretionary Investment Management
  • Certificate in Pension Transfer Advice
  • Certificate in Mortgage Advice
  • Certificate in Pension Transfer Advice
  • Certificate in Financial Planning & Lifetime Mortgage Activities
  • Award in Long Term Care Insurance

Progress toward Chartered status:

  • AF7 Pension Transfers
  • AF1 Tax and Trust Planning, working toward
  • AF8 Retirement Income Planning, working toward

View my profile at
www.linkedin.com/in/dawn-keeling-068851219

Paul Richardson

Paul Richardson

Chartered Financial Planner /Chief Executive

Carl Wilkinson

Carl Wilkinson

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Fi Macdonald

Fiona Macdonald

Practice Manager

Alison Lee

Alison Lee

Administrator

James Whitehead

James Whitehead

Technical Analyst

Colin Selway

Colin Selway

Business Development Manager

Reuben

Reuben

Top Dog 2006 – 2021

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