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Financial Services
Financial Services

As financial issues, pension planning and legislation becomes ever more complex, we take the mystery out of financial services and ensure you have a clear understanding of every option and its benefits before you make your decision.

As Independent Financial Advisers, we offer an objective overview and a comprehensive range of financial services on a company-wide basis or at a one-to-one level.

Whatever the issue - investment, pensions or protection products, we put our experience to work on your behalf to thoroughly investigate every option before we make any recommendations.

Whatever the scale of your requirements, we provide the people and the expertise to ensure you have the personal attention you deserve. We can even help minimise paperwork by taking on much of the day-to-day administration on your behalf. And that adds up to real peace of mind.

To gain a greater insight into our financial services department, the services we provide and the procedure for obtaining advice, please choose a subject from the list below.

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What services does Keegan & Pennykid (Insurance Brokers) Ltd provide as Independent Financial Advisers?

At Keegan & Pennykid (Insurance Brokers) Ltd we provide independent financial advice to individuals, businesses, charities and voluntary organisations alike. We provide a comprehensive range of financial services in the areas of retirement planning, investment and savings, protection, tax and planning. For a full list of these services, please click here.

Please note that the advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore directed at United Kingdom residents only.


Why choose independent advice?

The Financial Services & Markets Act 2000 makes important distinctions between the kinds of advice available to the consumer. It differentiates between "Tied Agents" who work for specific companies, recommending products from the particular company"s range and Independent Financial Advisers (IFAs), who offer impartial advice and select products accordingly from the marketplace as a whole.

We are independent financial advisers and we have a great deal of experience in advising people like you. Because we are independent, we provide you with impartial advice to help you make the right decisions. And, crucially, because we're not tied to any financial service provider, we can pick from all available products on the market so that we can find the one that suits your needs best.

Keegan & Pennykid (Insurance Brokers) Ltd is authorised and regulated by the Financial Services Authority.

Keegan & Pennykid (Insurance Brokers) Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 231032.

Please note that the FSA do not regulate all forms of Tax Planning.

We offer you independent financial advice based solely on the information provided by you, and as we are not tied to any insurance company, we are able to survey the whole market in order to find the most suitable product for you and can advise you on the products of different companies.

In choosing independent advice, you therefore not only obtain a totally independent and objective view but also have a greater choice in terms of the products and prices available to you.


How can I obtain advice or more information?

Because every client has individual needs it is vitally important for us to understand these needs in order to provide you with the most appropriate advice for your circumstances.

To aid us in this understanding we invite you to complete a "Fact Find" which comprises a number of questions specifically designed to help us provide advice that meets your needs. There are two types of Fact Find; one for individuals and one for businesses, charities and voluntary organisations.

Click Here to visit our "Fact Find" page where you can download and print out the Fact Find which is relevant to you.

Alternatively, if you wish further information or wish to speak to one of our Independent Financial Advisers, then please contact us using one of the following methods:

Telephone: 0131 225 6005
Fax: 0131 226 3811
E-mail: cw@keegan-pennykid.com

Registered Office:
Keegan & Pennykid (Insurance Brokers) Ltd
50 Queen Street
Edinburgh
EH2 3NS

Please note that calls may be recorded for training and monitoring purposes.


Who are Keegan & Pennykid (Insurance Brokers) Ltd?

Keegan & Pennykid (Insurance Brokers) Ltd was founded in January 1968 to provide a personalized service to its clients. Since its founding, the company has taken over a number of organisations and has absorbed them into its offices in Queen Street in Edinburgh where it has been since 1971. The company's client base has spread from Edinburgh, throughout the UK and Northern Ireland.

Click Here for more information about Keegan & Pennykid


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Copyright © 2003. Keegan & Pennykid Insurance Brokers Ltd. [ Registered Office ]
Keegan & Pennykid (Insurance Brokers) Ltd is authorised and regulated by the Financial Services Authority. Keegan & Pennykid (Insurance Brokers) Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 231032. Members of the British Insurance Brokers' Association.

Calls may be recorded for training and monitoring purposes.