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What happens when you meet with an adviser?

You can decide if you would like us to help, with a free, no obligation meeting with one of our advisers. During this half hour meeting, we will discuss your situation and financial aims and you can decide if you would like us to provide you with our recommendations.

If you would like us to help you with your financial planning there are three simple steps:   

  • The adviser will ask questions to fully understand your circumstances and financial objectives.  
  • They will go away and use their experience and knowledge along with the latest financial planning tools to research the best financial solutions for you.  
  •  He/she will provide you with a written overview of your circumstances and objectives (as agreed in the meeting) along with the recommendations being made.

It’s as simple as that.

All costs would be agreed with you up front and no work undertaken until you have agreed to these.




If you would like to arrange a no obligation meeting with one of our advisers, please telephone:

Harriet MacKenzie-Williams on 01743 829097


  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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