“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
