Keystone Independent
Financial Services - Kingston-upon-Thames, ENG, UK
Keystone Independent Employees
Keystone Independent Details
KEYSTONE was launched by David Carter who has many years of in-depth industry experience having been advising clients 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.All our advisers are highly qualified professionals and able to provide recommendations on everything from buying your own home to retirement and investment planning and a whole range of corporate services.Please note your home may be repossessed if you do not keep up repayments on your mortgage. The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.Keystone Wealth Management Ltd are a member of the Quilter Network and provide the whole spectrum of personal finance assistance, mortgage advice and property lending. We are devoted to helping individuals with their financial planning and wealth management needs, as their life and priorities change. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry today.Our advisers have experience both with individuals as well as corporate clients, dealing with everything from ISA investments and retirement planning to negotiating finance on a large corporate scale. We have in depth experience with Employee Benefits, Group Pensions and have assisted hundreds of companies meet the requirements of Auto-Enrolment. We also provide advice to company Directors on all manner of tax efficient Benefits and Investments. The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.For a no obligation initial meeting please contact us on 020 8939 4545
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