Download personal profile - Keyte Chartered Financial Planners

PERSONAL PROFILE
Personal Details
Forenames:
Robin William
Nationality:
British
Surname:
Keyte
Employment History
Present Employer:
KEYTE Chartered Financial Planners
Position:
Director
Date Joined:
01 / 10 / 1996
Qualifications:
01 / 2008
06 / 2007
12 / 2006
10 / 2006
04 / 2006
04 / 2006
06 / 2002
04 / 2002
10 / 2001
04 / 2001
01 / 2001
10 / 2000
10 / 2000
10 / 1999
10 / 1998
10 / 1997
Certified to ISO 22222 Personal Financial Planning
CERTIFIED FINANCIAL PLANNER CM
Chartered Financial Planner
J04 Pension Funding Options paper
J05 Pension Income Options paper
CF2 Investment & Risk paper
APFS (Associate of the Personal Finance Society)
G30 Advanced Business Financial Planning paper
H25 Advanced Holistic Financial Planning paper
G70 Advanced Investment Portfolio Management paper
MSFA (Member of the Society of Financial Advisers)
AFPC (Advanced Financial Planning Certificate)
G20 Advanced Personal Investment Planning paper
G10 Advanced Taxation & Trusts paper
G60 Advanced Pensions paper
FPC (Financial Planning Certificate)
Positions Held:
Director, Supervisor, Compliance Officer, Training & Competence Officer and
Pensions Transfer Specialist (all current).
Responsibilities:
Advising private clients, corporate clients and trustees. Monitoring of regulatory
compliance and training & competence.
Specialist Areas:
Detailed technical knowledge in all areas of pensions, and in investment and tax
planning.
Interested in Socially Responsible Investment (SRI), founder member of the
Ethical Investment Association (EIA) and member of the UKSIF (the sustainable
investment & finance association).
Other Information:
There has also been an involvement with the following industry groups:
Financial Conduct Authority Smaller Business Practitioner Panel from 01/01/2014
EIA where Robin was the Chair from 2006 to 2009
UKSIF where Robin was on the board from 2006 to 2009
Financial Services Skills Council (Working Group) Generic Financial Advice
British Standards Institute (Technical Committee) Personal Financial Planning
Financial Services Business Ethics Forum
Educational History
Universities:
Loughborough University (10/94 - 9/96)
Imperial College, London University (10/89 – 9/94)
Qualifications:
09 / 1996
09 / 1993
09 / 1993
09 / 1992
06 / 1992
PhD in Chemistry
MSc in Chemical Research
DIC (Diploma of Imperial College)
ARCS (Associate of the Royal College of Science)
BSc in Chemistry
Interests
Playing golf; watching rugby & cricket; walking; travelling & spending time with my family.
Biography
Dr Robin Keyte
KEYTE LTD Chartered Financial Planners
Director & proprietor
Outside of work, Robin also holds the following positions on a personal basis:
Financial Conduct Authority Smaller Business Practitioner Panel
Panel member
Community Land & Finance Ltd CIC
Director & co-founder
Elizabeth & Prince Zaiger Charitable Trust
Trustee
Robin Keyte has been a director of KEYTE Ltd (previously known as Towers of Taunton (FS) Ltd) since
1997. He is a longstanding fee-based adviser and is both a Chartered Financial Planner and a CERTIFIED
CM
FINANCIAL PLANNER
certificant, and has been certified to ISO 22222 for Personal Financial Planning.
Robin is a graduate of Imperial College, London and has a PhD in Chemistry.
In the Money Management Financial Planner of the Year Awards, Robin has won the following:
2013 Winner Investment Company Planner of the Year
2012 Winner Investment Planner of the Year
2012 Winner Pre-Retirement Planner of the Year
2009 Winner Cautious Investment Planner of the Year
2009 Winner Wealth Management Planner of the Year
2010 & 2011 Runner Up
Robin also had success in the Personal Finance Society Chartered Financial Planner of the Year Awards:
2013 Finalist Chartered Financial Planner of the Year
He has featured in several magazines and newspapers including Which? Magazine, the Investor’s Chronicle,
The Sunday Times, the Financial Times and the Independent on Sunday, as well as featuring on Radio 4’s
Money Box Live as one of the panel of specialists several times.
Robin was a founding member of the Ethical Investment Association (EIA) and served as Chair and also on
the board of UKSIF (the UK sustainable investment & finance association). Robin has represented the
interests of UKSIF/ EIA in:
-
the Financial Services Authority financial adviser exam review, ultimately getting ethical / socially
responsible investment included in the syllabus content, such that now new financial advisers have to
study an entire chapter on the subject.
-
the International Standard for the Competencies of a Personal Financial Planner. He sits on a BSI
Technical Committee and has got ethical / socially responsible investment included in the wording of the
draft standard.
-
the National Occupational Standard for Generic Financial Advice. He sat on the Financial Services Skills
Council working group that drafted the standard.
-
correspondence with HM Treasury, the Financial Ombudsman Service and the Financial Services
Authority, with a view to raising awareness of ethical investment amongst the financial advisory
community.
Robin retired from the role of Chair of the Ethical Investment Association and the board of UKSIF in 2009,
after serving 3 years in each.
More locally Robin sat on the Financial Mechanisms Working Group of the Wessex Reinvestment Trust, a
local Community Development Finance Institution (CDFI) supported by the Esmee Fairbairn and Friends
Provident Charitable Foundations, and has also worked with Investing for Good and the Social Stock
Exchange and other stakeholders.
The activities of Community Land & Finance Ltd CIC continue this work with the support of Esmee Fairbairn
and Big Society to promote the development of Community Land Trusts to help deal with the shortage of
affordable homes in rural areas.
Last updated Dec-2013