Keith Towler Biography
Keith has worked in financial services since leaving further education when he joined Lloyds Bank in retail banking. After just short of 20 years (the last 15 of them as a Financial Adviser), Keith moved to Pembroke, where he has been ever since.
Money is better than poverty, if only for financial reasons.
– Woody Allen
He holds the Diploma in Financial Planning which means that he is qualified to advise on all areas of financial planning – although his personal area of expertise is in Asset and Portfolio management and he is particularly interested in investments which can save clients tax‚ be that Income, Capital Gains or Inheritance Tax. He has an excellent knowledge of specialist investments which best offer these tax savings, namely Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Business Property Relief (BPR).
Keith says “I believe that if you deal with people with care and integrity you will build up a long term relationships.”
Keith’s specialism within the Investment Committee is the Global Equity asset class (Developed Markets) and he is also responsible (alongside Keith Bonner) for the asset allocation and fund choice within the Income portfolio.
Outside of work Keith likes to enjoy life. “Skiing is my favourite thing to do and I am a big sports fan, especially football where I have coached and managed a youth football team since 2006.”
- 2007 to date: Pembroke Financial Services
- 1987 to 2007: Lloyds Bank
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
Thank you for your continued good work
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.