Meet Keith

Founder & Chartered Financial Planner
07817 389 632
keith@paramountwealth.co.uk
Reviews and Ratings for Financial adviser Keith Brooks, Glasgow

Making things happen

Keith has worked in the industry for over 13 years, originally completing degrees in Business and Law at university. He began his career with a private client solicitor before moving to its sister company specialising in financial services.

Keith became Chartered in 2016 and specialises in complex pension advice. He also works closely with business owners, with a particular focus on Business Protection planning, including Shareholder Protection, Key Person, and Relevant Life cover.

His ideal client is a business owner approaching retirement, where he can support the full journey – from business advice and profit extraction through to exit planning and retirement.

The must-know details

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Keith's qualifications

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Keith's FCA Register profile

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Keith's Statement of Professional Standing

Kicking back

Keith has three young children and spends as much time with them outdoors as possible. He loves taking them hill walking, wild camping, and fishing.

Outside of work, he is passionate about personal fitness and aims to make it to the gym four to five times a week.

He usually has an event in mind to train for – whether that’s climbing Ben Nevis, completing a Tough Mudder, tackling the West Highland Way, or running a half marathon.

A peek into Keith’s world

When not advising clients, you’ll find him in…

Turnberry

“We have a holiday home in Turnberry, where myself and my wife regularly take the children for long weekends.”

Loch Doon

“I take my oldest child wild camping in Loch Doon, Scotland, and it is absolutely beautiful there.”

Torrevieja

“We also have a family holiday home near Torrevieja in Spain, and we try to get out a couple of times a year.”

Supported by…

Sam Rhodes

Client Administration Manager

sam@paramountwealth.co.uk
Meet Sam

Straight from our clients

“

Keith’s knowledge and passion are a game-changer for me and my clients.

Brendan Kelly
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“

“It gives me peace of mind knowing Keith takes such good care of my clients.”

Brendan O’Donnell
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“

It’s reassuring to know retirement doesn’t mean losing the life we love.

David Longair
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“

Keith’s advice has given me the confidence to plan for early retirement.

David McLellan
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“

I feel reassured, supported and confident that my pensions are on track.

John Farrell
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Reviews and Ratings for Financial adviser Keith Brooks, Glasgow

What people are saying

Browse our verified VouchedFor reviews and discover why business owners, retirees, and families trust us to guide their financial decisions with care and expertise.

Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Regulated Financial Planning

    This meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Certificate in Discretionary Investment Management

    The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

  • Award in Pensions Update

    This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.

  • AF3 Pension Planning

    This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.

  • AF4 Investment Planning

    This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • J05 Pension Income Options

    At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks, and tax treatment of the secured pension option; features, risks, and tax treatment of the unsecured pension option; features, risks, and tax treatment of phased retirement; features, risks, and tax treatment of the alternatively secured pension option.

  • J10 Discretionary Investment Management

    At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation, and the Code of Ethics.

  • R02 Investment Principles and Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 Financial Protection

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • R08 Pension Update

    This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance, and reporting requirements.

  • CF1 UK Financial Services, Regulation, and Ethics

    This qualification develops an understanding of the financial services industry, including regulation and legislation.
Chartered Financial Planner
The Chartered Financial Planner designation is awarded by the Chartered Insurance Institute (CII) to experienced financial planners who meet rigorous standards. It recognises expertise, ethical practice, and ongoing professional development, reflecting a high level of knowledge and trusted financial advice.
Member of Personal Finance Society (PFS)
Membership of the Personal Finance Society demonstrates a financial adviser’s commitment to professional standards and ethics. PFS members complete regular training, maintain up-to-date knowledge, and follow industry best practice, supporting the delivery of reliable and informed financial guidance.
STEP Affiliate
STEP (Society of Trust and Estate Practitioners) membership recognises professionals working in trusts, estates, and succession planning. Affiliate members demonstrate specialist knowledge, experience, and commitment to best practice, highlighting their expertise in supporting clients with complex estate and inheritance matters.

Paramount Wealth Management Ltd is an appointed representative of ValidPath which is authorised and regulated by the Financial Conduct Authority. Firm reference number 197107.

Registered in Scotland. Registered Address is Oakfield House 378 Brandon Street, Motherwell, Scotland, ML1 1XA. Registered Number: SC821317.

Our complaints procedure is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

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