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Are you a finacial adviser?

Welcome to Keystone Financial Limited 

 

Keystone Financial Ltd is a collective of financial advisers offering bespoke advice to our clients across the UK.

 

 We offer tailored financial solutions for our clients through a personal approach and the use of the best financial planning tools. 

 To contact us call:

01743 829097

 

 or visit our 'Adviser Contact Details' page to find a specific adviser in your area.

News...

Coronavirus Update

UPDATE 25/03/2020 @ 08:30

I would like to assure all of our clients and stakeholders that all of our advisers are set up to work from home with no interruptions.  We remain contactable as usual and the only difference in service will be that we cannot meet with clients face to face.  We cannot come and collect documents, so they will need to be posted or emailed at the moment.

If you call your adviser and they don't answer, please do leave a message as clearly life is a little different with children being at home and generally things being in a bit of turmoil, but all calls will be returned as quickly as possible.

If you have any problems at all contacting your usual adviser, please email me personally, harriet@keystoneltd.co.uk, and I will be able to advise if there is a reason and, if required, either help you myself or ask another adviser to act as locum if necessary.

UPDATE 17/03/2020 @ 08:30

As of today, we are asking all of our staff and advisers to NOT conduct face to face meetings.  Whilst we can take all necessary precaution, we cannnot guarantee that moving between clients can be done without risk. We fully appreiate that this is not ideal, but suggest that all meetings are held either via phone or video conferencing where available.  Please rest assured that we have the best interests of our advisers, staff and clients at heart.

Given the ongoing situation with Coronavirus, we’re monitoring developments and are doing all we can to mitigate any potential disruption to our service.

The health and safety of our colleagues and clients is our top priority and we are reviewing all safety advice and precautions as recommended by the UK’s Department of Health and Social Care.

At the moment there is no impact on our business operations, and we have the necessary contingency plans in place should the situation dictate.

We have a robust business continuity plan, and we will consider action if we need to.  However, since most of our team work from home or have the ability to do so, we foresee no immediate need to put this business continuity plan into action.

As a precaution, we’re recommending a limit to any non-essential business travel of our advisers and staff and inevitably this will impact some meetings. We will work with our clients to either re-arrange these or hold meetings via Skype/Zoom where appropriate or use the telephone where possible.  If we cannot meet you, rest assured that we are still monitoring all business and continuing to work as normal on behalf of all of our clients.

We also continue to monitor the impacts on the UK and Global financial markets.

This is clearly an unprecedented situation and we will aim to keep you informed of any significant changes affecting our ongoing business operations.

We will do whatever we can to support both our advisers and their clients during these unprecedented times.

 
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  Keystone Financial Ltd is authorised and regulated by The Financial Conduct Authority. Keystone Financial Ltd is entered on the FCA register (www.fca.org.uk) under reference 501917. The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning. Registered Office; 54 Pondtail Road, FLEET, GU51 3JF.  Registered in England and Wales.  Reg No:  6859888

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