Chartered FCSI and Chartered Financial Planner.
Keith leads the investment management process and service offered by Casterbridge Wealth. He has many years of experience at director level both in the dynamic independent sector and the institutional market, through working at BWD Rensburg, Church House Investments and latterly Quilter Cheviot. He is a Chartered Wealth Manager and Chartered Financial Planner, and a senior member of the exam panel process for the CISI’s level 7 Chartered Wealth Manager qualification.
Keith is a trustee in a number of capacities including being the independent charitable trustee for the Military and Hospitaller Order of St Lazarus of Jerusalem.
Outside of work Keith enjoys playing chess with the National Liberal Club, listening to live music of all sorts and spending time with his family in Cornwall.