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.

 

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.

 

Formed in 2010 by David Carter who was dismayed by the way advice was being delivered, from overcostly product design to unintelligible charging models, a general lack of transparency and commission incentivisation, leading to undesirable client outcomes. This motivated him into creating Keystone Wealth Management Ltd, a business which has made ethics, trust and transparency the guiding principles.

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Our strength is our community having built a supportive network where advisers and administrative staff collaborate seamlessly, ensuring clients receive a responsive and reliable service. Our collaborative environment fosters continuous learning and improvement, enabling us to offer the highest standard of financial advice.

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Our advisers are not just service providers; they are trusted partners, dedicated to helping clients navigate the complexities of financial planning with integrity and expertise.

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Our mission is to create a business which echoes these values and provides a positive client experience whatever your needs or requirements. As a client of Keystone, you can expect clear and practical advice tailored to your own unique and individual needs.

 

Keystone is more than just another financial advisory company; we are a movement towards transparency and client-centric advice in an industry which has traditionally overlooked these values.

 

Join our community and experience financial advising the way it should be; ethical, transparent, and focused on delivering the best possible client experience and results.