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Testimonials from our Advisers

 Below are some testimonials from our existing advisers:

Adviser 1: 

‘Having worked for a number of large firms I didn't want to be part of a large organisation when I started on my own. That said I still needed compliance support and someone to offer support and guidance when needed. Keystone allowed me to build my business in a way I wanted but ensured I remained compliant. Add into this a fair pricing structure and no false promises and it seemed the ideal fit.

‘I stay because everything I was told when I joined was true! Add to this compliance support that is there to help you and your business not hinder it makes it the ideal choice.  Keystone is large enough to help but small enough to care.’

Adviser 2: 

‘For me, Keystone looked as though it would provide the right balance between a well-defined, helpful and cost-effective service but allowing me to run my practice the way I wanted to.  It has exceeded my expectations and I have been able to establish my business without being diverted too much by spending time on regulatory requirements. 

‘As a smallish group, it is possible - in fact desirable - to influence how we operate. There are no draconian and pointless missives from on high here! Instead we are able to contact each other and gain from the different levels of knowledge and experience we each bring.’ 

Adviser 3: 

‘We are allowed to advise our clients in the way we wish without unnecessary interference. Keystone is there to promote business, not prevent it.’ 

Adviser 4: 

‘Being such a small group means that Harriet can provide one to one help whenever required.  We have total protection and yet total autonomy.  I cannot think of a better way of working to the benefit of all concerned.  We and our clients are protected by a common sense, business minded Compliance regime and as advisers we are able to concentrate on what we do best, looking after our clients ’



















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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 ( 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; 21 Hazel Street, Sutton in Ashfield, NG17 3FD.  Registered in England and Wales.  Reg No:  6859888

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