Background
José’s career has taken him across Canada, the USA, the Middle East, Spain and the UK, where he managed investments for both institutional clients and private individuals. His experience spans global equities, bonds, and derivatives, giving him a truly international perspective on wealth management.
At Keystone, José combines the strength of Quilter’s infrastructure with a personal, client-focused approach. He believes in simple, jargon-free communication and a disciplined process, ensuring clients feel confident about their financial future. Fluent in both English and Spanish, he is able to support a diverse range of clients.
Areas Of Expertise
Wealth management, pensions, ISAs, and investment planning
Mortgage advice tailored to individual circumstances
Global and local investment strategies
Disciplined, long-term approach to financial planning
Clear, straightforward communication
Personal protection, insurance, and inheritance planning
Inheritance Tax planning is not regulated by the Financial Conduct Authority
Jose Cuervo
Financial Adviser
José Cuervo is a highly experienced financial and mortgage adviser with over 27 years in the investment industry. Having worked for leading global asset managers across multiple markets, he now helps individuals and families achieve their financial goals through Keystone Wealth Management and the Quilter Financial Planning network.
José works with clients within 15 miles of New Malden, including Kingston upon Thames, Wimbledon, Surbiton, Richmond, Epsom and Sutton.
What Our Clients Say About Jose
Zainab Kubba
I had the pleasure of working with Jose Cuervo at Keystone, and the experience was outstanding. He took the time to fully understand my financial situation and provided clear, expert advice every step of the way
Michael
I have been dealing with Mr. Jose for almost two years now! Very well organised company with strong background of accounting, investment and finance advising. I’m very pleased knowing them for two years and benefited from their advisory.
Iciar Lopez-Gascon
We are incredibly grateful for the expert financial advice Jose Cuervo has provided. His deep understanding of pensions and savings strategies has given us confidence in our financial future.
Get Advised By Jose
Let’s make your next move a confident one.
Whether you’re just starting to explore your options or ready to take the next step, our experienced advisers are here to help — no pressure, no jargon, just tailored advice that works for you.
✅ 100% free initial consultation (approx 30 Minutes)
✅ No obligations, just clarity
✅ Speak to a real adviser who understands your goals
Fill out the form and we’ll be in touch shortly to arrange a time that suits you, or call us directly on +44 (0) 208 939 4545