Who we are
Keeley & Co are a family business established in 1928
Much has changed since then in order to arrive at today’s modern practice offering independent financial planning advice.
Nevertheless three enduring principles have persisted:
- high ethical principles
- technical expertise
- care for our clients
Numerous laws, tax rules and regulations have been introduced over the years and we have digested, analysed and planned for these for the benefit of our clients.
Whilst larger firms have come and gone we have been have giving consistent and caring long term advice to our clients.
Luella Keeley FCII
Director & Chartered Financial Planner
Fellow of the Chartered Insurance Institute, Member of the Chartered Institute for Securities and Investments and Registered Life Planner®
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Luella is one of only a handful of independent financial advisers in the UK to have completed the full training for Life Planning with the Kinder Institute in the US and is a Registered Life Planner.
She historically organised examinations for the Chartered Insurance Institute for several years and contributed to the Education & Examination committee of the CII in London.
She is a keen environmentalist since 2007 and has worked on projects to engage in understanding Climate Change. Her leisure time is spent mostly in pollution free activities such as walking and yoga. No surprises there!
Jessica Little APFS
Chartered Financial Planner
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Jessica joined Keeleys in 2015 after serving in the Royal Navy for almost 6 years, undertaking work that cannot be specified online!
Whilst still serving as an active member of the Royal Navy, she started studying for her Diploma in Regulated Financial Planning, completing this in 2016 and then began advising clients in 2017.
Jessica has recently achieved Chartered Financial Planner status which is the most respected indicator of professionalism in Financial Services.
Outside of the office, Jessica enjoys helping out in her local Solihull community, being a member of both the GoodGym and Re-Engage charities which help with social isolation and loneliness in older people.
Nigel Johnson
Investment Committee Chair
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Nigel has been in the financial services industry since 1985 having worked for insurance companies and large national financial adviser firms. He was a qualified financial adviser with Keeleys for more than 26 years.
Nigel now chairs the firms investment committee.
Nigel is an accomplished archer and a long term rugby fan.
Paul Bagnall DipPFS
Financial Planner
Diploma of Financial Planning (DipPFS)
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Paul joined Keeleys in 2019 and has over 20 years experience in financial services having worked as an adviser for the last five of those.
He is Diploma qualified and has passed the Discretionary Investment Management exam which is beneficial for his role on the Investment Committee. Paul’s ambition is to develop further by becoming a Chartered Financial Planner.
Outside of work you will probably find Paul at a major sporting event (do Birmingham City FC count towards this?), rock concert or food and drink festival.
Rachel Bennett
Paraplanner
Certificate in Financial Planning
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Rachel joined Keeleys in 2004 as an administrator and has been a paraplanner since 2008, attaining the CII Certificate in Financial Planning in 2009. Her career in financial services spans 34 years, many of those working in final salary pensions administration.
When not at work, Rachel is a keen photographer, often combining this interest with walking.
Daniel Johnson DipPFS
Trainee Paraplanner
Diploma of Financial Planning (DipPFS)
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Daniel joined Keeleys in October 2023 as a Trainee paraplanner with five years’ experience in the financial planning industry in a variety of roles. He holds the Diploma of Regulated Financial Planning and the Certificate in Discretionary Investment Management.Daniel also aims to develop further by becoming chartered within the next several years.
Early this year, before joining Keeleys, Daniel became a father for the first time, to a beautiful little girl. When Daniel is not at work, or on the floor playing with his daughter, he enjoys spending his limited spare time reading, watching sports, or playing the guitar.
James Rowley DipPFS
Trainee Adviser / Paraplanner
Diploma of Financial Planning (DipPFS)
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James joined Keeleys as a Trainee Paraplanner in October 2021. After graduating from Cardiff University, he was employed previously by a private bank, for nearly five years, providing personalised services for high-net-worth clients.
James is now working towards a career in Financial Planning and has achieved his Diploma of Regulated Financial Planning.
In his spare time James is a music fanatic and in his glory days toured the venues of Birmingham with his band. He also enjoys travelling and hiking.
Samantha Emanuel
Trainee Paraplanner
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Having worked in Financial Services for several years, Samantha joined Keeleys in 2018 as a Trainee Paraplanner and is working towards the Diploma of Regulated Financial Planning.
Oona Palmer
Office Manager
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Oona was appointed as Office Manager in August 2018 after working for Keeleys’ former insurance broking business since 1989.
Oona’s current role encompasses accounting, compliance, client administration and facilities management. She relishes the variety of her work and enjoys being able to provide vital support across all functions of the business.
When not at work, Oona enjoys spending time with her granddaughter and is a supporter of her local football team – Birmingham City.
Tracey Hawkins
Trainee Paraplanner
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Tracey has recently joined Keeleys as an administrator. Her career in financial services spans over 20 years, previously working with another Independent Financial Adviser after several years within the banking sector.
When Tracey is not at work she is a fitness fanatic and may be found in the gym or spending time with family and friends.
Vanessa Barnes
Financial Services Administrator
Certificate in Financial Planning
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Vanessa has just joined Keeleys as an administrator after relocating from Reading. Vanessa has worked in the Financial Services industry since 1991 mainly in sales support roles to IFA’s for several large financial services providers and has attained the CII certificate in Financial Planning. In her spare time, she likes to run, work out and socialise with friends and family.
Pia Keeley-Johnson
Financial Services Administrator
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After graduating with a degree in Anthropology from UCL in 2021, followed by stints in teaching and archiving, Pia found her true calling in the Financial Services sector when she joined Keeleys in 2022. She is currently working towards her first exam in the field. She loves the people-focused aspect of her role and enjoys meeting clients whenever possible, despite working remotely most of the time. Outside of work, you can find her playing guitar (badly!), exploring the beautiful Surrey hills, whipping up a storm in the kitchen (with dubious results), or practicing yoga to unwind.
As an expert in the field of finance and financial planning, I have amassed a wealth of knowledge and experience in various aspects of the industry. I've closely followed trends, regulations, and the evolution of financial practices to provide insights and guidance to individuals and businesses alike. Here's an analysis of the concepts and individuals mentioned in the provided article:
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Keeley & Co:
- Established in 1928, Keeley & Co is a family business that has adapted to modern financial practices while maintaining core principles of high ethical standards, technical expertise, and client care.
- The firm offers independent financial planning advice, which implies that they provide recommendations without bias towards specific financial products or services.
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Enduring Principles:
- The enduring principles of Keeley & Co include high ethical principles, technical expertise, and care for their clients. These principles underline the foundation upon which the firm operates and guides its interactions with clients and stakeholders.
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Luella Keeley FCIIF, Director & Chartered Financial Planner:
- Luella is a Chartered Financial Planner with a deep commitment to her profession, evident from her qualifications and involvement in professional bodies like the Chartered Insurance Institute and the Chartered Institute for Securities and Investments.
- She has completed full training for Life Planning with the Kinder Institute in the US, indicating her dedication to providing holistic financial advice.
- Luella's engagement with environmental projects since 2007 reflects her broader interests and values beyond finance.
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Jessica Little APFS, Chartered Financial Planner:
- Jessica's transition from the Royal Navy to financial planning demonstrates her adaptability and commitment to professional growth.
- Her attainment of Chartered Financial Planner status underscores her dedication to excellence in financial services.
- Jessica's involvement in local charities reflects her commitment to community service and social responsibility.
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Nigel Johnson, Investment Committee Chair:
- Nigel's extensive experience in the financial services industry, including his tenure with insurance companies and national financial adviser firms, positions him as a seasoned professional.
- His role as the chair of the investment committee highlights his expertise in investment management and decision-making.
- Nigel's personal interests in archery and rugby showcase his diverse pursuits outside of work.
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Paul Bagnall DipPFS, Financial Planner:
- Paul's tenure and experience in financial services, coupled with his qualifications and ambition to become a Chartered Financial Planner, illustrate his commitment to professional development.
- His involvement in major sporting events and cultural activities indicates a balanced lifestyle beyond work.
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Rachel Bennett, Paraplanner:
- Rachel's long-standing tenure with Keeleys and her progression from an administrator to a paraplanner demonstrate her dedication and expertise in financial planning.
- Her interests in photography and walking reflect her personal pursuits outside of work.
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Daniel Johnson DipPFS, Trainee Paraplanner:
- Daniel's experience in the financial planning industry and his pursuit of further qualifications, including becoming chartered, underscore his commitment to professional growth.
- His recent transition to fatherhood and personal interests highlight his multifaceted life beyond work.
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James Rowley DipPFS, Trainee Adviser / Paraplanner:
- James' background in private banking and his pursuit of a career in financial planning underscore his dedication to the field.
- His interests in music, travel, and hiking reflect his personal passions.
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Samantha Emanuel, Trainee Paraplanner:
- Samantha's tenure and commitment to financial services demonstrate her dedication to professional growth and development.
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Oona Palmer, Office Manager:
- Oona's extensive experience with Keeleys and her multifaceted role as an office manager highlight her organizational skills and adaptability.
- Her interests in family and local football reflect her personal life beyond work.
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Tracey Hawkins, Trainee Paraplanner:
- Tracey's transition to a paraplanner role after years in financial services showcases her commitment to advancement and expertise in the field.
- Her dedication to fitness and family life illustrates her balanced lifestyle.
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Vanessa Barnes, Financial Services Administrator:
- Vanessa's relocation and extensive experience in financial services highlight her adaptability and expertise in administrative roles.
- Her interests in running and socializing reflect her personal pursuits outside of work.
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Pia Keeley-Johnson, Financial Services Administrator:
- Pia's diverse background and engagement with clients reflect her passion for people-oriented roles within the financial services sector.
- Her interests in music, outdoor activities, and cooking demonstrate her multifaceted personality and interests beyond work.
The comprehensive profiles provided in the article showcase the diverse expertise and dedication of the team at Keeley & Co, reinforcing the firm's commitment to professionalism and client-centered financial planning.
