Tees
Keith Whitton is an accomplished financial professional with extensive experience in financial advising and portfolio management, currently serving as a Financial Advisor and Client Portfolio Manager at Tees Law since September 2018. Keith holds a Level 4 qualification and specializes in pension accumulation and decumulation, alongside cash flow planning and managed portfolio solutions. Previous roles include Paraplanner at Tees Law, Adviser Support/Paraplanner at Mattioli Woods plc, and Senior Mortgage Consultant at Tucker Gardner. Keith's career began at Lloyds Banking Group, where a progression through various roles culminated in managing a portfolio of high-net-worth clients as a Private Banking Investment Manager. Education includes attendance at Coleridge Community College from 1982 to 1987.
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Tees
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Tees is a Top 200 UK law firm providing expert legal services and independent financial advice. We work for individuals and businesses, professional partnerships, charities, national corporations and institutions. Established in 1913, Tees has grown from a traditional family firm with strong agricultural roots, into a dynamic regional full-service practice, with six offices in the East of England. We have many senior advisers with years of experience who are always on hand to advise on your case and they work closely with younger lawyers to share their knowledge. Our award-winning trainee scheme is a testament to the depth of quality you’ll find at Tees - quality for you as a client or if you want to build your career with us.