• For more information call +44 (0)20 89394545

    • Provider of Financial Services for Businesses & Individuals


    • Areas of Speciality

    • About Us

      Keystone Wealth Management Limited was launched by David Carter who has many years of in-depth industry experience having worked in the industry since 1988.
      Keystone's prime focus is built around wealth management and customer service ensuring clients are kept fully informed of all matters that are relevant to them.

      Keystone Wealth Management Ltd are part of Quilter Financial Planning. Quilter Financial Planning currently has around 3000 advisers based throughout the UK. Our team of advisers are highly qualified professionals and able to provide recommendations on a whole range of services.

      Because we are part of the Quilter Financial Planning network, no matter how complex your needs may be, your Keystone adviser can introduce you to consultants who can provide you with the right solution.

      Please be aware that the value of pensions and investments may fall as well as rise. You may get back less than you invested.

      Your home may be repossessed should you not keep up with repayments on your mortgage.

      Commercial mortgages are available by referral only.

      The Financial Conduct Authority do not regulate commercial mortgages.

      At Keystone we look to build long-term relationships with our clients, so you will continue to receive ongoing advice based on your financial situation as a whole. With this emphasis on personal service, it's no coincidence that most of our new business comes from clients referring friends and relatives to their financial adviser.

    • Providing a proud level of quality and service

      Keystone Wealth Management specialise in Mortgages, Property Finance and helping people improve their financial plans. We can select products from the mortgage market and tailor solutions to your specific needs. Your plans will be kept under review, so you can rest assured in the knowledge that assistance is always at hand.

      Contact Us

    • Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17/05/2023