Our team are here to preserve your wealth, make you tax efficient, create regular savings or actively increase your assets.

Keen Investments has the industry foresight and financial wisdom to advise on the best investment opportunities for you. 

Investment products

We provide a range of products to help achieve your financial goals, including ISAs, onshore and offshore portfolios, personal portfolios, Unit Trusts and OEICS. We will help you understand the potential of every recommendation we make and can act on your behalf if you wish to proceed. 

Monitoring and evaluation

Once a solution has been presented, agreed upon and activated, we will provide you with quarterly reports on your investment, six-monthly phone calls or meetings to check progress and a full annual review to further assess your attitude to risk and goals. 

Online reporting

Many of our portfolios can be accessed securely online and valuations can be obtained 24 hours a day, seven days a week. We can also produce detailed reports showing any realisable gains to assist you or your tax advisers in preparing your tax return. 

More experienced investors

Alternatively, for the more experienced investor, we can consider venture capital trusts, enterprise investment schemes and exchange traded funds on a purely consultative basis. 

Trusting relationship

Whichever route you decide is best for you, at Keen Investments we pride ourselves on being open and transparent. Communication is key to building a trusted and lasting relationship.

View our investment case study »