top of page

KEYSTONE

Keystone Wealth Management Logo - Financial & Mortgage advice
Supporting the Bridge to Your Financial Future

OUR

STATS

MORTGAGES COMPLETED

0

YEARS HELPING PEOPLE

0

COFFEE'S BREWED

0

INVESTMENTS MADE

0

PENSIONS ARRANGED

0

PROTECTION ISSUED

0

.... And Counting

OUR

PROCESS

01

INTRODUCTORY MEETING

An initial complimentary meeting to to outline our services and identifying your financial goals and objectives

INFORMATION GATHERING

In order provide meaningful advice we need to fully understand your current situation and existing arrangements.

02

DEVELOPING A STRATEGY

in which we analyse your circumstances and objectives in order to create a personalised strategy, ensuring your financial planning is aligned and optimised for success

03

ROADMAP

PRESENTION

After completing our analysis, we'll schedule a further meeting with you to present our tailored proposals.

04

IMPLEMENTING PLAN 

Once the strategy is approved we'll begin implementing them brining you another step closer to meeting your goals and objectives

05

ONGOING REVIEWS 

To ensure your arrangements remain suitable and on track to meet your objectives, we'll agree with you an appropriate review schedule

06

START BUILDING YOUR BRIDGE TODAY!

Try our advice process for free with our 30 minute initial consultation and get a feel for a user focused, modern advice process backed behind decades of experience.

OUR

VALUES

PROFESSIONAL

Through continuous learning, we stay informed and up-to-date on industry trends and evolving regulations.

RELIABLE

Our goal is to promptly deliver dependable advice and tailored solutions to meet your specific needs.

TRANSPARENT

Full disclosure of all costs, charges and processes enabling you to make informed decisions with confidence.

ETHICAL

We work to the highest ethical standards, ensuring transparency and honesty in all our interactions.

OUR

STORY

Is your experience of dealing with financial advisers not always satisfactory?
Do you find financial services too opaque, perhaps even intimidating?
Are you often left with more questions than answers?
 
Many financial advisory firms behave as if they're the centre of the universe
and their clients just planets orbiting around them.
 
Keystone has made it their guiding principle to break this mould, to provide clear, concise, practical advice and to make you, the client, the central focus, ensuring you know what you have, how well it is performing and your overall objectives.

OUR

TEAM

By leveraging the diverse expertise and perspectives of our team members, we deliver comprehensive and innovative solutions to meet our clients' needs. Our collaborative approach ensures seamless communication, efficient problem-solving, and the highest level of service.

Keystone Staff Images
Daniela Serban

Mortgage Adviser

Keystone Staff Images
Richard Mullan

Mortgage Adviser

Keystone Staff Images
David Carter

Founder / Mortgage Adviser

Keystone Staff Images
Neil Clift

Financial Adviser

Keystone Staff Images
Jose Cuervo

Financial & Mortgage Adviser

Keystone Staff Images
Byron Carter

Business Development & Marketing

Keystone Staff Images
Martha

Emotional Support Officer

Keystone Staff Images
Vishen Garikedu

Office Manager

BECOME PART OF THE CHANGE

Join a growing community of industry experts, innovators, and designers, backed by a supportive structure, and a defined advice approach to help you achieve your potential.

OUR

TESTIMONIALS

Alex.S

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Drew.C

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Charlie.M

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Charlie.M

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Charlie.M

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

Charlie.M

Client Review

This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.

JOIN THE THOUSANDS WHO TRUST KEYSTONES ADVICE

Join the thousands of clients we've helped over our 14 years in industry striving to provide an transparent, effective and modern service.

Keystone Wealth Management Office

OUR

OFFICE

Since we began in 2010 we have worked from our own offices in Kingston-upon-Thames, a welcoming space where advisers and clients meet to discuss financial strategies and and determine their objectives.

It also serves as a workspace for advisers and a supportive hub for our administration team, promoting collaboration, enabling a joined-up professional service to all our valued clients and advisers.

LEGAL DISCALIMER

Your home may be repossessed should you not keep up with the mortgage repayments.

The Financial Conduct Authority do not regulate commercial mortgages, some buy to let mortgages, some development finance, employee benefits, estate planning & overseas mortgages.

Commercial mortgages are available by referral only.

We usually receive commission from the lender. However, you could choose to receive the commission and pay us a fee instead.

OUR

SERVICES

*Estate Planning is not regulated by the Financial Conduct Authority.

NOT SURE WHAT YOU NEED?

Try our Financial Health Check! Designed to determine what areas of your finances are stable and where you could do with our attention.

bottom of page