We’re nothing like an old-school financial network. We’re a community of like-minded professionals, working together to improve the business of finance.
Where they see numbers and pound signs, we see advisers working to build their business and help people realise their financial goals.
Taking the weight
By managing regulations, compliance and provider relationships, we empower our advisers to focus on what truly matters – their clients and their business.
Right tools for the job
We provide a transparent, fully inclusive, end to end package; including a full back office system and all the research tools needed to run a compliant and efficient business with the minimum of fuss.
We’ve got you covered
Our advisers benefit from competitive and comprehensive PI insurance, timely and accurate income reconciliation, and where relevant, the highest commission rates and levels of provider support.
Excellent service
We understand that speed and accuracy are key to a positive customer experience and good business. That’s why most standard files will be checked and responses sent within 1 to 2 days.
Your business, your way
Innovation and individuality is key to standing out in today’s competitive market. That’s why we provide advisers with as much autonomy as possible when it comes their brand and offerings.
Stop contending with departments, middle management and phone limbo. Enjoy access to our directors at all times, who provide advisers with dedicated, reliable support to resolve queries and issues quickly.
We support our advisers in building autonomous, thriving businesses. We’re not interested in assuming ownership and respect that their business, brand and clients are their own.
With varied backgrounds and businesses, our community benefits from the continual sharing of best practice information and innovative ideas – allowing everyone to thrive.
Our community of advisers can be found through the UK. Depending on your requirements, we recommend getting in touch so that we can introduce you to the right adviser for your needs.
Questions we’re often asked by financial advisers:
Do you provide leads to clients?
No. Each of our advisers is growing and running their own business.
Am I restricted as to which providers to use?
No. As long as your advice is suitable, you are qualified to give it and it meets the clients’ needs, you are able to use the whole of market.
What software do you use?
We provide licences for:
Intelligent Office
Iress ExWeb
Iress Trigold
O&M Pension Profiler
O&M Investment Profiler
Defaqto Engage
ATEB Suitability Letter Writer
Do you provide a para-planning service?
The short answer is no. Our experience has shown that centralised para-planning tends to be a false economy, where advisers spend time briefing someone who has never met the end client. It often leads to them having to re-write reports to make them fit their own business and their client.
We would prefer to free you from the chains of unnecessary paperwork, so that you have time to properly provide your clients with individual, tailored advice each time.
What do you do differently to a normal network/support provider?
This is a big question, but some examples are:
We put the adviser and their clients first.
Incomes are matched daily.
Files are checked within 48 hours.
Our Directors and support are available at all times (during office hours) for you to contact directly for help and advice.
Can I trade under my existing brand or business name?
Yes, of course. Your branding can remain as it is now. You will become a trading style of Keystone Financial Ltd, but your business remains intact.
Do my clients remain mine?
Strictly speaking, a client belongs to no one! But yes, if you decide to leave/retire, your client bank will be novated with you, or to whomever you pass it to, as long as all compliance requirements are met. We do look to “pass” clients internally where possible if an adviser chooses to hang up his boots, but the choice is yours. It is your business, you built it up and it belongs to you!
Get in touch using the contact form or information
provided and we’ll be happy to assist.
