Nick Keenan has a strong background in wealth management and financial planning. Nick most recently worked as a Portfolio Director at Cazenove Capital, where they provided wealth planning advice and investment management for various clients. Prior to this, they held several positions at Barclays Wealth Management, including Director - Wealth Manager, Regional Director - Head of North England, and Head of Distribution - UK Wealth Planning. Nick also served as the Managing Director of Financial Planning at Banco Santander and as the Director - Head of Regional Wealth Planning at Barclays Wealth and Investment Management. Nick began their career as a Private Banker at Credit Suisse and worked as a Senior Financial Planner at Coutts.
Nick Keenan obtained a BA Honours degree in Contemporary East European Studies from the University of London, which they completed between 1991 and 1994. In 2003, they earned an Investment Management Certificate from The Chartered Institute for Securities & Investment (The CISI). Nick furthered their education in 2012 by pursuing a chartered financial planner program at the Chartered Insurance Institute. Most recently, from 2018 to 2021, Nick Keenan completed papers in Securities, Financial Planning, and Derivatives IAD at The Chartered Institute for Securities & Investment (The CISI).
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