KEYSTONE INDEPENDENT

General information

KEYSTONE was launched by David Carter who has many years of in-depth industry experience having been advising clients since 1988.

Keystone's prime focus is built around wealth management and customer service ensuring clients are kept fully informed of all matters that are relevant to them.

All our advisers are qualified professionals and able to provide recommendations on everything from buying your own home to retirement and investment planning and a whole range of corporate services.

Please note the value of pensions and investments may fall or rise. You may get back less than you initially invested.

If you do not keep up with your mortgage repayments, you home may be repossessed.

Our advisers have experience both with individuals as well as corporate clients, dealing with everything from ISA investments and retirement planning to negotiating finance on a large corporate scale. We have in depth experience with Employee Benefits, Group Pensions and have assisted hundreds of companies meet the requirements of Auto-Enrolment. We also provide advice to company Directors on all manner of tax efficient Benefits and Investments.

For a no obligation initial meeting please contact us on 020 8939 4545

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© Keystone Wealth Management Limited. Registered in England and Wales, under no. 07153249. Registered office address - The Old Rectory, Church Street, Weybridge, Surrey, KT13 8DE.
Keystone Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorized and regulated by the Financial Conduct Authority.
Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under references 440703 and 440718.
The guidance contained within the Financial Associates website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.