Luella is one of only a handful of independent financial advisers in the UK to have completed the full training for Life Planning with the Kinder Institute in the US and is a Registered Life Planner.

She historically organised examinations for the Chartered Insurance Institute for several years and contributed to the Education & Examination committee of the CII in London.

She is a keen environmentalist since 2007 and has worked on projects to engage in understanding Climate Change. Her leisure time is spent mostly in pollution free activities such as walking and yoga. No surprises there!

Jessica joined Keeleys in 2015 following an esteemed career in the Royal Navy, where she dedicated nearly six years to highly specialised work.

While still serving, Jessica began her journey into financial services by pursuing a Diploma in Regulated Financial Planning, which she completed in 2016. Her commitment to excellence led her to become a fully qualified financial advisor in 2017.

Today, Jessica proudly holds the prestigious Chartered Financial Planner designation—the gold standard for professionalism and expertise in the financial services industry.

Beyond the office, Jessica is an avid traveller with a passion for exploring new countries, immersing herself in diverse cultures, and broadening her horizons.

Nigel has been in the financial services industry since 1985 having worked for insurance companies and large national financial adviser firms. He was a qualified financial adviser with Keeleys for more than 26 years.

Nigel now chairs the firms investment committee.

Nigel is an accomplished archer and a long term rugby fan.

Paul joined Keeleys in 2019 and has over 20 years experience in financial services having worked as an adviser for the last five of those.

He is Diploma qualified and has passed the Discretionary Investment Management exam which is beneficial for his role on the Investment Committee.  Paul’s ambition is to develop further by becoming a Chartered Financial Planner.

Outside of work you will probably find Paul at a major sporting event (do Birmingham City FC count towards this?), rock concert or food and drink festival.

Rachel joined Keeleys in 2004 as an administrator and has been a paraplanner since 2008, attaining the CII Certificate in Financial Planning in 2009. Her career in financial services spans 34 years, many of those working in final salary pensions administration.

When not at work, Rachel is a keen photographer, often combining this interest with walking.

Daniel joined Keeleys in October 2023 as a Trainee paraplanner with five years’ experience in the financial planning industry in a variety of roles. He holds the Diploma of Regulated Financial Planning and the Certificate in Discretionary Investment Management. Daniel also aims to develop further by becoming chartered within the next several years.

Early this year, before joining Keeleys, Daniel became a father for the first time, to a beautiful little girl. When Daniel is not at work, or on the floor playing with his daughter, he enjoys spending his limited spare time reading, watching sports, or playing the guitar.

James joined Keeleys as a Trainee Paraplanner in October 2021. After graduating from Cardiff University, he was employed previously by a private bank, for nearly five years, providing personalised services for high-net-worth clients.

James is now working towards a career in Financial Planning and has achieved his Diploma of Regulated Financial Planning.

In his spare time James is a music fanatic and in his glory days toured the venues of Birmingham with his band. He also enjoys travelling and hiking.

Oona was appointed as Office Manager in August 2018 after working for Keeleys’ former insurance broking business since 1989.

Oona’s current role encompasses accounting, compliance, client administration and facilities management. She relishes the variety of her work and enjoys being able to provide vital support across all functions of the business.

When not at work, Oona enjoys spending time with her granddaughter and is a supporter of her local football team – Birmingham City.

Having worked in Financial Services for several years, Samantha joined Keeleys in 2018 as a Trainee Paraplanner and is working towards the Diploma of Regulated Financial Planning.

Vanessa has just joined Keeleys as an administrator after relocating from Reading.  Vanessa has worked in the Financial Services industry since 1991 mainly in sales support roles to IFA’s for several large financial services providers and has attained the CII certificate in Financial Planning.  In her spare time, she likes to run, work out and socialise with friends and family.

Georgia graduated with a degree in Biochemistry from Swansea University in 2021, which naturally led to her securing a job in a science laboratory. However, feeling uninspired by the lack of human interaction and opportunities within the field, Georgia decided to embark on a career change to Financial Services. She now works as an administrator at Keeleys, where she is committed to learning from the ground up. She loves the unlimited scope of learning in the field, as well as the interaction with clients.

In her spare time, Georgia enjoys taking her Labrador for walks, trying out new recipes, and reading an endless number of books on her Kindle.

Allie joined Keeley’s in 2024 and has over 8 years’ experience in financial services. She is a Chartered Financial Planner and a Certified Financial Planner which is recognised globally as the gold standard for financial planning professionals.

Outside work Allie is a member of Worcester Rowing Club and Sandwell Aquatic Centre Swimming Club. She enjoys travelling and spending weekends with friends.