This site uses cookies. Some of the cookies we use are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but parts of the site will not work.

 

Client testimonials...

{ADVISER} is the most professional man I have ever met.  Through my injury and surgery he offered to help me and was genuinely concerned for my welfare. 

 Having never had the need for the services of a financial adviser before, I didn’t know what to expect. But {ADVISER} was excellent and guided me well.  I am very happy with the service.

As an adviser, I would say he is dedicated to the work he does, he enjoys the work, he does his best to get the best for his clients, we trust him to look after us – many thanks!

I can only praise my financial adviser for taking me through the process of investing my money and explaining it to me very well, keeping the jargon to a level that I could understand.  He showed such sensitivity and calm when I was in a bad place emotionally after a difficult divorce. – Thank you!

 {ADVISER} is a pleasure to do business with.  Professional but relaxed in his approach which is, for me, just great!

{ADVISER} always conducts himself in a professional manner and has his clients’ needs and objectives at heart.  He induces a relaxed and comfortable atmosphere in which to discuss business and is modest in his approach.  Loyalty to his clients is permanent and he is conscientious and tactful at all times.  By financial state has improved significantly since {ADVISER} has been my financial adviser.

 I have only been with {ADVISER} a short time – but so far so good!

 {ADVISER} gained our respect and trust from our first meeting.  He was courteous, thoughtful, painstakingly hardworking, dedicated to the task in hand and his integrity was beyond question.

 We have used {ADVISER} on several occasions in obtaining mortgages and we have been consistently impressed with his insight, his ability to get the job completed within the allocated timescales and have no hesitation whatsoever in recommending him to other individuals/companies.

 {ADVISER} is like one of the family.  Thoughtful, considerate and very patient.  A pleasure to work with and provides quality advice efficiently and in a non jargon fashion. 

 {ADVISER} is an AMBASSADOR of financial planning and advice.  We trust him implicitly and warm to his gentle, firm but articulate method of communication tinged with his great sense of humour.  Wouldn’t change him for the world – WORLD CLASS.

 The advice and service delivered by {ADVISER} was in a very professional manner, clearly understandable and processing of documentation was quick and efficient.

 I would have no hesitation in recommending {ADVISER}. His help proved invaluable and I couldn’t have purchased my home without him.  He sorted absolutely everything for me and for that I am extremely grateful.

A very personal approach

 The advice received and level of personal service has been excellent, far more so than any other IFA I have used

 Keystone Financial Ltd, have without doubt provided a first class service and sound advice. I have no hesitation in recommending them to others

 Our adviser had an excellent approach to the situation and guided us very carefully through the whole process.  We could not have asked for such an honest and trustworthy person to guide and help us.

 {ADVISER} is always easily approachable, welcomes a query and acts on it professionally.  Also up to date with what is going on in the market.  A very knowledgeable person

I have always been very pleased with the service I have received from {ADVISER}.  I would recommend him to someone I know – which I have done in the past. 

 ‘{ADVISER} was very friendly and helpful.  He explained things to us so we understood exactly what was involved in our investments’  

 ‘{ADVISER} made the whole process stress free!  Many thanks’

 ‘{ADVISER} knows his job and is an asset to your company’

 ‘I have known {ADVISER} for many years and he is to be trusted personally.  So far his financial advice has matched this and has been highly professional.  Agreed arrangements have been executed promptly.

‘A very friendly and efficient service’

 ‘{ADVISER} is always very polite and helpful regarding telephone calls or visits.  He does not pressurise you in any way and he makes sure you understand everything’

 ‘{ADVISER} provided me with the help and advice I needed concerning my pensions, without this I would have been totally lost, she always returned my calls promptly with a cheerful and positive nature!’

 ‘{ADVISER} is a pleasure to deal with – he books appointments that fit in around my busy day and is always on time.  He explains everything easily and thoroughly and leaves me in no doubt that the policies I have chosen suit my family and I 100%’ 

‘I was very pleased with the way {ADVISER} handled my financial planning and would recommend him to anyone – I have already done so!’

 



 

  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

Third Party Website Disclaimer