| Name: | Keith Lamley APFS, AIPF, Chartered Financial Planner |
| Position: | Consultant and Managing Director of Revelstone Financial Planning Ltd |
| Hobbies: | Children's chauffeur, animal minding, watching sport |
| Favourite food: | Anything vegetarian |
| Favourite film: | The Graduate |
| Favourite group/artist: | T-Rex |
| Ultimate holiday destination: | Switzerland |
| Favourite sport/team: | Manchester United |
| Favourite book: | The Chronicles of Thomas Covenant |
| Biography of your career in financial services: | Started at a national brokerage in Birmingham in July 1979, before moving to a small IFA in Sutton Coldfield in 1983. Progressed to Director level, having dealt with all aspects of financial advice to clients as well as a compliance role, training officer and personnel officer. I left to set up Revelstone Financial Planning Ltd in July 2000, which is now an Appointed Representative of Squirrel Financial Management Ltd. I have specialised in providing a personal and professional service to clients seeking long-term planning to achieve their objectives, usually in conjunction with their accountant and/or solicitor. Using state-of-the-art software, clients can now see their future financial planning opening up before them, so that they can make adjustments today to secure their well-being for tomorrow. I have taken extensive examinations in order to provide the service my clients seek, and to encompass the areas of retirement planning, investments (including ethical preferences), equity release, IHT mitigation, care fees planning as well as family & business cover using life assurance, income protection, critical illness cover and private medical insurance |
| Areas of expertise: | Lifetime cashflow planning, Equity release, IHT mitigation, care fees planning, retirement planning and family and business cover |
