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Keystone Wealth Management Limited, a company registered in England and Wales, is a leading provider of financial services for individuals and businesses. With years of experience in the industry, our team of highly qualified professionals is dedicated to providing personalized wealth management and customer service to our clients.
Our Services
As a part of Quilter Financial Planning, we offer a range of services designed to help our clients achieve their financial goals. Our services include:
Pensions: We provide expert advice on pension plans, ensuring our clients receive the best possible returns on their investments.
Investments: Our expert advisors will help you create a diversified investment portfolio tailored to your individual needs and risk tolerance.
Mortgages: With access to a wide range of mortgage products, we can help you find the right mortgage solution for your needs.
Protection: We understand the importance of protecting your wealth and assets. Our expert advisors will help you plan for the unexpected and ensure your financial security.
Wealth Management: Our team will work closely with you to create a comprehensive financial plan, ensuring your wealth is managed effectively and your goals are achieved.
Estate Planning: We will help you plan for the transfer of your assets upon your passing, ensuring your wishes are respected and your loved ones are protected.
Long Term Care: Our experts will help you plan for potential long-term care costs, ensuring you and your loved ones are protected.
Corporate and Commercial Services
We also provide services for businesses and corporations, including:
Corporate Auto Enrolment: We will help you implement a pension scheme that meets your employees' needs and complies with regulatory requirements.
Group Life: Our experts will help you design a group life insurance policy that meets your business needs.
Private Medical Income Protection: We will help you design a policy that provides financial protection if you become unable to work due to illness or injury.
Group Healthcare: Our experts will help you design a group health insurance policy that meets your employees' needs.
Commercial Lending: We will help you secure the financing your business needs to grow and thrive.
Business Protection: Our experts will help you plan for the unexpected and ensure your business is protected in the event of unexpected events.
Our Team
At Keystone Wealth Management, we are committed to providing exceptional service and building long-term relationships with our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals.
News
Stay up-to-date with the latest news and updates from Keystone Wealth Management by following our news section.
Contact Us
If you would like more information about our services or would like to schedule a free consultation, please contact us using the details below:
Vine House, 143 London Road, Kingston-upon-Thames, Surrey KT2 6NH
Tel: +44 (0)20 89394545
Email: enquiries@keystoneifa.co.uk
Exceptional Client Service
The reviews highlight the outstanding service provided by Keystone Wealth Management's experts, Richard Mullan, Adam, and David, and their teams. Clients praise their advisors for being patient, quick in their responses, and available to answer queries throughout the process.
Clear Communication
Richard Mullan's ability to explain complex financial technicalities in a clear and concise manner made a significant difference in the buying process for Claudia Fontes. Similarly, Adam's expertise and knowledge about property finance helpedAlan Hill understand complex concepts and options available to him. David and his team are also commended for their excellent service, offering expert advice on mortgages and retirement planning.
Efficient and Professional
The reviewers appreciate the efficient and smooth process handling by Keystone Wealth Management's advisors. Claudia Fontes notes that the financial aspect of her buying process was "smooth and efficient, " while Alan Hill praises Adam's speedy responses.
