ABOUT US
Financial advice that suit your needs.
BLUE LABEL WEALTH MANAGEMENT
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Blue Label Wealth Management aim to create a solution for you to achieve your goals and create a long-term financial plan that will meet your financial requirements. This is achieved through a thorough advisory process and ongoing regular servicing for all of our clients. Your financial plan can include pensions, investments, savings, inheritance tax planning, tax returns - whichever best suits your requirements and circumstances.
Having worked for many years in the financial services industry, we are very experienced to advise our clients. We have also gained valuable knowledge and are fully aware of the pitfalls when advising clients on their individual needs and requirements.
We believe in developing long-term relationships so that you know to whom to turn for any financial issues. As independent advisers, we are not tied to any companies and serve only you, the client.
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Having given advice to clients for over 30 years, my aim is to provide clients with individual clear guidance on investment and wealth planning.
INDEPENDENCE
At Blue Label Wealth Management our independence ensures we always provide the best and broadest range of options to achieve your goals
PLANNING PROCESS
Need help with your savings? Planning for your retirement? We can help make your money work for you through our robust financial planning process
ONGOING SERVICE
Our ongoing service keeps your plans and portfolios on track. Whatever the level of support you require we are confident we have an appropriate solution
TRANSPARENCY
Our transparent and simple fee structure enables you to have a clear understanding about the amount you are paying for our expert services and support
OUR QUALITY APPROACH
Our quality expertise is dedicated to helping you achieve your aspirations
MARK KEATS
Previous to my career in the financial service world I worked alongside the British Army with the Ministry of Defence (MOD). The Army taught me that team work is key to overcoming any objective, that team concept is as true today in any business that wants to give high standards of personal service. Supported by the team at Vision and Carol James, my personal assistant of some 20 years standing, we work with our clients and professional connections to help ensure our personal approach is covered and supported at all times.
Trust is a key part to any relationship, trust can only ever be earned, and our aim is to build long standing working relationships. When any potential new client is considering our services we will gladly offer contact phone numbers of existing clients who will be happy to provide a reference. The people that offer this safeguard check are generally retired professional people, who are willing to inform potential clients of the standards and outcomes we aim to achieve and how we have maintained the levels of service with their accounts.
The core belief outside of my work is my family. I am proud father of my son (Sebastian) and daughter (Freya) who are both in their twenties. Their age differences enable me to view both spectrums of life which, combined with my long-standing client's life experiences, makes my life full and interesting.
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Mark Keats
Managing Director | DipFA MLIBF | Independent Financial Adviser
