Keith graduated from University with a BA (Hons) in Accountancy and began his career in the financial services industry in 2001. Initially working with the Royal Bank of Scotland in Edinburgh, he then made a move to The Independent Mortgage & Investment Advisors business in Northern Ireland specialising in both investment and mortgage advice.
He relocated to South East Asia in 2009 and built a successful business in Kuala Lumpur, Malaysia. Always with a keen eye on Singapore as the place to build his long-term future, Keith joined the AAM team in 2011. He is passionate about the relationship building side of the role and, although proud of his offshore knowledge and experience gained through the years, he recognises the greater lifetime value of the planning advice given and received by his clients. Strong, personable and enjoyable relationships built on trust and transparency are fundamental to that long-term journey.
Although proud of his Northern Irish heritage, his life and home are now very contentedly in South East Asia. Keith acquired a second home in the region in 2016. His main personal interest is the pursuit of travel. When the all-important financial planning exchanges conclude, Keith’s thoughts may likely turn to considering some of SE Asia’s more far flung destinations!
“Keith has been managing my portfolio for the last seven years. During that time rival advisory companies occasionally contacted me to offer advice. I agreed to see one particularly persistent one. When he looked at my portfolio he said this was very unusual as he would normally be able to find something that could be done better. This was the first time that he had come across a portfolio where he had no suggested changes. It is comforting to know that your advisor is at the top of his game and you have the best possible portfolio.
He also advises on other aspects of wealth management. I am very grateful that he was aware of upcoming changes to tax laws relating to pension plans in the UK. He was able to help me release my UK pension and invest it safely away from draconian tax laws.”
Professor David Becker, LKC Medicine – NTU