Keystone Financial Planning

At Keystone Financial, we believe that every individual deserves access to high-quality financial advice. With over 21 years of experience in working with everyday people, we use our expertise to help clients new and old plan their finances to achieve their personal goals.

Who We Are

We are a Partner Practice of St. James's Place, one of the UK's largest financial advice companies. Our partnership with St. James's Place allows us to focus on providing individualised financial advice, while they handle the management of the products and services we recommend. This enables us to dedicate our time and resources to creating a tailored financial plan that suits your needs and goals.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial objectives. Whether you are looking to build, grow, protect, or preserve your wealth, we will work with you to create a personalised financial plan that meets your unique circumstances and goals. Our services include:

• Investment planning: We will work with you to create a tailored investment strategy that aligns with your financial goals and risk tolerance.
• Pension advice: We can help you make the most of your pension pot, ensuring that you are set up for a comfortable retirement.
• Estate planning: We will help you plan for the distribution of your assets after your passing, ensuring that your wishes are respected and your loved ones are protected.
• Corporate planning: We can provide guidance on how to structure your business finances, ensuring that your company is financially secure and well-positioned for the future.

The Benefits of Working with Us

When you work with Keystone Financial, you can expect:

• One-to-one attention: We will dedicate our time and expertise to understanding your financial goals and creating a tailored plan that meets your unique needs.
• Access to experts: We have access to a wide range of support and expertise through our partnership with St. James's Place, ensuring that we can provide the best possible advice and guidance.
• Size and scale: By investing through us, your money will join a pool of over 168 billion, giving us the power to negotiate better deals and access to top-performing funds.

Our Commitment to You

At Keystone Financial, we are committed to providing you with the highest level of service and expertise. We pride ourselves on building long-term relationships with our clients, working closely with you to achieve your financial goals.