Keith Roney DipPFS - HCR IFA

Keith Roney DipPFS

About me

I am an Independent Financial Adviser predominantly offering advice to individuals.  I have 30 years experience in the industry and now specialise in investments and retirement planning, helping my clients manage their wealth.

My history in Financial Services

I joined the financial services industry in 1987 as a Trainee District Agent with Prudential, became a District Agent in 1988 then progressed to Financial Consultant.  I left Prudential in 1999 in order to become an Independent Adviser and have enjoyed working with HCR since.

My Qualifications

  • Diploma in Financial Planning
  • Financial Planning Certificate
  • J04 – Pension funding options
  • J05 – Pension income options
  • J08 – Financial planning practice
  • R02 – Investment principals and risk

 

 

WANT TO FIND OUT MORE ABOUT OUR SERVICES?

CONTACT US FOR AN INITIAL FREE NO-OBLIGATION CONSULTATION

Start a conversation today

Our Services

Company

Our People

Contact us

Copyright HCR IFAs Ltd 2022

HCR Independent Financial Advisers Limited is registered in England and Wales. Company number 04463931

Registered address: 2 Crown Buildings, The Green, Chingford, London E4 7EX

Trading address: Suite 5 First Floor, Foremost House, Radford Way, Billericay, Essex CM12 0BT

Authorised and regulated by the Financial Conduct Authority under reference 216219

Using the FCA Firm Checker tool you can check that we are authorised and also have the permissions to provide the services you want.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Not all products and services offered are regulated by the FCA. For further information and to check each firm’s registration details, please visit the FCA using the link below.

The Financial Conduct Authority is the main regulatory body for the financial services, general insurance and healthcare industries http://www.fca.org.uk/

The Financial Ombudsman Service provides consumers with a free, independent service for resolving disputes with financial firms http://www.financial-ombudsman.org.uk/

If you have any questions relating to the information contained in this page, please contact us at enquiries@hcrifa.co.uk

Should you wish to make a complaint about any aspect of the service we provide to you, you can do this by writing to enquiries@hcrifa.co.uk or by telephoning us on 01277 824744 where we will try to resolve your concern at the earliest time possible. A summary of our internal complaints handing procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on 0800 023 4567

Website by Pebble.