KEYSTONE
Book your free initial 30 minute consultation today!
Expert Financial & Mortgage Advice
OUR
CLIENTS
Charmaine Hast
"An extraordinary professional service where trust and excellence properly describe this hands out practice. Nothing is too much trouble and they in my experience never fail to deliver excellence at a fair price. Generous words from a solicitor who has a reputation for being demanding . Keep up the good work."
Yasmin Amer
"My second time using Keystone Wealth for a remortgage and I honestly would not use anyone else. Richard M is very straightforward, honest, efficient and explains everything well. I was confident he found me the best deal for me each time. Vishen is also a fantastic support during the whole process, providing timely responses. 5/5 would use again in the future when i remortgage or move once more."
Ivanovici Bogdan
"Daniela Serban was an outstanding mortgage advisor who went above and beyond to provide exceptional service. Daniela's commitment to her clients sets her apart, and I’m grateful for her support throughout the entire process."
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. Throughout the process, Jose was always responsive, patient, and dedicated to finding the best mortgage option for me. Thanks to his guidance, I secured a great deal with terms that fit my needs perfectly. I highly recommend Jose to anyone seeking professional and reliable mortgage advice."
Not Convinced?
Here are some of our more recent reviews on google!
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STATS
MORTGAGES COMPLETED
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YEARS HELPING PEOPLE
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COFFEE'S BREWED
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INVESTMENTS MADE
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PENSIONS ARRANGED
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PROTECTION ISSUED
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.... And Counting
OUR
PROCESS
01
INTRODUCTORY MEETING
An initial complimentary meeting to outline our services and identify your financial goals and objectives.
INFORMATION GATHERING
To provide relevant and effective advice, we require a comprehensive understanding of your current circumstances and existing arrangements.
02
DEVELOPING A STRATEGY
In this analysis, we evaluate your circumstances and objectives to develop a customized strategy. This strategy ensures that your financial planning is aligned and optimized for achieving your goals.
03
ROADMAP
PRESENTION
Upon completion of our analysis, we will schedule a subsequent meeting with you to present our customized proposals.
04
IMPLEMENTING PLAN
Upon the approval of the strategy, we will commence implementing the aforementioned measures, bringing you another step closer to achieving your goals and objectives.
05
ONGOING REVIEWS
To ensure that your arrangements remain suitable and on track to meet your objectives, we will 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 mission is to provide timely and reliable guidance, tailored to meet your unique requirements.
TRANSPARENT
Transparent disclosure of all costs, charges, and processes that will empower you to make informed decisions with confidence.
ETHICAL
We adhere 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.
Based in Surrey, 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
OFFICE
Since we began in 2010, we have worked from our own London based offices in Kingston-upon-Thames, a welcoming space where advisers and clients meet to discuss financial strategies 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.
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.
Daniela Serban
Mortgage Adviser
Richard Mullan
Financial Adviser
David Carter
Founder
Neil Clift
Financial Adviser
Jose Cuervo
Financial Adviser
Byron Carter
Business Development & Marketing
Martha
Emotional Support Officer
Vishen Garikedu
Office Manager
LEGAL DISCLAIMER
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
If you're a first-time buyer, moving home, or an experienced property investor, we leverage our expertise to secure the right deal for your specific needs.
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 Advice 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.
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