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Advice for business...

In addition to advising individuals and families, we also provide financial advice to businesses.  This advice can include providing pensions for staff and protecting shareholders and stakeholders to ensuring that your business is getting the best from its capital reserves.

We aim to work as an integral part of your business team to develop lasting relationships and solutions that have an on-going impact on your company's profits. Through strategic planning and consultancy we can help you to take control of your financial planning, make savings on your tax returns and improve your investment performance.

At the right of this page you will find links to different areas of Advice for Business.

Some examples of what we advise on;

  • Employee Benefit Schemes
  • Executive Reward Schemes
  • Self Administered Pension Schemes
  • Key Person / Shareholder Protection
  • Death in Service Plans
  • Group Stakeholder / Pension Schemes




  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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