Home › Financial Planners › Amber River SFIA › Adrian Keeling

Based at

Amber River SFIA

Position

Independent Financial Planner

Serving clients in

Oxfordshire, Buckinghamshire, Warwickshire

Adrian Keeling

Independent Financial Planner

Adrian joined SFIA (now part of Amber River) in 2021 as an Independent Financial Planner. He works with clients to help them achieve their financial goals by implementing a clear financial plan.

Away from work, Adrian enjoys socialising with friends and family, football, and motorboats.

Expertise in

Savings
Investments
Pension Planning
Retirement planning
Tax Planning
Inheritance Tax planning
Mortgages
Peace of mind

Talk to Adrian , call Amber River SFIA

01628 952 900

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How much life insurance do I need?

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4 May 2023

Should you consolidate your pensions?

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Find out more about Adrian and the Amber River SFIA team...

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.

What our clients say

A client, Dorset

I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.

I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it. A client, Dorset

Alice, St Albans

A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage.

A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage. Alice, St Albans

Fiona and Pete Morgan, Sussex

We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off.

We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off. Fiona and Pete Morgan, Sussex

Jo and Neal Cox, Reading

Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future.

Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future. Jo and Neal Cox, Reading

Mr Gupta, Liverpool

Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken.

Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken. Mr Gupta, Liverpool

Retired lady, Hatfield

We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider.

We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider. Retired lady, Hatfield

Speak to us

To request an appointment call

01628 952 900

Or ask Adrian to contact you