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Information for Financial Advisers

Keystone Financial Ltd is a collective of IFAs from across the UK, built to a new design to rival traditional support models.

 

The company provides advisers from around the UK with the very best support services and planning tools, while also offering value for money, transparency and a personal approach.

What does Keystone Financial Ltd provide to financial advisers?

A transparent, fully inclusive, end to end package that includes a full back office system and all the research tools you need to run a compliant and efficient business with the minimum of fuss (including Intelliflo back office system, Defaqto Engage, O&M Pension and Investment Profilers, mortgage sourcing and protection comparison tools and ATEB Suitability Report Writer)

• Access to the highest commission rates and levels of support (where applicable)
 
• One value for money monthly fee – for the software package
 
• Very competitive retention splits for the services provided
 
• Very favourable PI insurance costs
 
• A high quality, business oriented compliance service that works with the adviser
 
• Genuinely timely and accurate commission/fee reconciliation
 
• A training and development plan tailored to the individual
 
• A promise that quality is more precious to us than size

 

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  Useful Information

Harriet MacKenzie-Williams, Keystone Financial's managing director,  has over 30 years experience in the financial services industry, working with many product providers, IFAs and a high street bank. She has advised her own clients for years and, prior to launching Keystone, was Compliance Director and Adviser Liaison Officer of a large national IFA firm.

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"I believe that a move to Keystone Financial could be beneficial to your business. If you would like an informal discussion about the services we provide, please contact me."

Contact Keystone Financial - 01743 829097

Write to us at:

54 Pondtail Road, FLEET, GU51  3JF

or 'Click Here' to send us an email



 

  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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