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