Keith Edwards

CEO & Lead Investment manager

CEO & Lead Investment manager

Keith began his career in financial services in 1991 and has worked with clients as the focus of his professional life to the present day, and in his 30 years of experience has learnt many valuable lessons from colleagues, financial advisers, and their clients.

Keith has worked at director level for 20 years; at BWD Rensburg (now Investec), Church House Trust and latterly Quilter Cheviot. Each of these firms gave him the opportunity to experience being responsible for discretionary fund management, business development, operational excellence, and supervising others within those roles.

 This was what he needed to help create Casterbridge Wealth Investments as an independent investment company working closely with its independent financial adviser partners and their clients.

Keith is a Chartered fellow of the Institute for Securities and Investment (CISI), as well as a chartered financial Planner within the Chartered Insurance Institute (CII).

He has been the chairman of the CISI Applied Wealth Management exam panel for the last decade, the exam being the final paper for candidates to achieve the level 7 qualification in Wealth Management.

 In what spare time Keith has left, he is a trustee of The Military and Hospitaller Order of St Lazarus of Jerusalem Charitable trust that focuses on the treatment of Leprosy and the care of its sufferers. He also values the business experience being a long time non-executive director of Higgi Limited gives him.

 Keith loves live music of all kinds, plays cricket with his village team and cooks for friends and family (Lemon chicken is his wife Alison’s favourite).


Phone Number:

01722 466 110


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