DOES ANY OF THIS RESONATE WITH YOU?
Some of these things may not apply to you if you are at the start of your career, but these are tell tell signs to watch out for, as they may indicate it's time to move on.
You’re a successful financial adviser, either running your own business or working within a firm.
The support you were promised at the start hasn’t materialised.
Your entrepreneurial potential isn’t being fully harnessed.
You find yourself spending more time on admin and less time with clients.
There’s no support in building and nurturing your client community.
You’re expected to work from home or provide your own office space.
Centralised administrative support is minimal to non-existent.
Your colleagues are not as collaborative and supportive as you’d hoped.
Increasing compliance requirements are eating into your time.
The technology at your disposal is outdated and inefficient.
Your hard work isn’t fully recognised or appropriately rewarded.
WE'RE NOT THAT
See what we offer our advisors
Self-Employed Freedom
Competitive Earnings
Comprehensive Support
Centralised Administration
Incentive-Based Paraplanning
Experienced Advisor Support
Prime Office Space
Extensive Industry Network
We Assist Your Growth
WE ARE BUSINESS-TO-BUSINESS
What does that mean?
It should mean being valued as a professional, trusted to run your business as you see fit, without being micro-managed or having to justify every decision. At Keystone, we sum this up in one word: trust.
We offer you the freedom to manage your business your way. But when support is needed, we’re here for you. If you prefer to work independently, that’s absolutely fine too. We’ll equip you with everything you need to thrive, our only expectation is you uphold the high standards of professionalism that define our industry. Trust, after all, is a two-way street.
Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
Drive & Ambition: Ability to build and manage a robust client portfolio.
Client-Centric Approach: Exceptional ability to connect with clients and maintain strong, ethical relationships.
Ongoing Learning: Commitment to continuous professional development.
Professionalism: High level of integrity and adherence to industry standards.
WHAT WE'RE LOOKING FOR?
Do you have these qualities?
HOW DO WE COMPARE?
This table compares the benefits of our Hybrid contract with the other typical options for an advisor, such as an employed career or starting your own firm.
We have a blog post going through these three option in further detail here.
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Key: ☑️ = Yes ❌ = No ⚖️ = Varies
WHAT OUR CLIENTS SAY
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."
Charles Stinger
"Great advice given in a friendly and comfortable setting. Thank you very much to the team and everyone who helped us!"
Brian Hoban
"Keystone have provided my wife and I with invaluable advice over the years, we would have no hesitation in recommending them."
Michelle O'Connor
"They work hard to get the best product for their clients. I would strongly recommend them."
APPLY TODAY!
Working with Keystone not only gives you the freedom to build your own financial services business, but also provides access to cutting-edge research tools, a compliance-driven, advice-based CRM system, and fully equipped modern offices and meeting rooms within the heart of Kingston-upon-Thames. Plus, you’ll have the support of our dedicated team, who are here to help you build your business, efficiently serve your clients, and ensure you meet the demands of the everchanging regulatory landscape.