OUR
SERVICES
We can help you develop strategies to beat inflation over the medium term, tailored to your circumstances, risk tolerance, and future goals, while maximising tax allowances.
In these two specialist areas, we are able to provide clear advice, explaining the benefits, potential risks and the impact on your future plans and your family.
*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.
INVESTMENTS MADE
0
YEARS HELPING PEOPLE
0
COFFEE'S BREWED
0
MORTGAGES COMPLETED
0
PROTECTION ISSUED
0
PENSIONS ARRANGED
0
OUR
STATS
.... 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
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.
Vishen Garikedu
Office Manager
David Carter
Founder / Mortgage Advisor
Daniela Serban
Mortgage Advisor
Byron Carter
Graphic / UX / 3D Designer
Jose Cuervo
Financial Advisor
Neil Clift
Financial Advisor
Richard Mullan
Financial Advisor
Nikolina Carter
Admin
Martha
Emotional Support Officer
OUR
TESTIMONIALS
Alex.S
Client Review
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Client Review
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Client Review
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Charlie.M
Client Review
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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.
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.