Rory Keenan

I work closely with clients to help them make well-informed financial decisions, supporting key areas such as retirement planning, investment strategy and overall financial wellbeing. I focus on providing clear, considered guidance tailored to each client’s personal circumstances.

I hold a degree in Economics and Philosophy from the University of St Andrews. And having completed the CISI Level 6 Investment Advice Diploma, I’m now working towards Chartered status.

I’m passionate and committed to delivering the highest standard of service, with the aim of achieving the best possible outcomes for all my clients.

Away from my desk, I enjoy football and follow both Bolton and Dundee United. I also enjoy exploring new culinary experiences – whether that’s experimenting in the kitchen or discovering new places to eat.