Keystone Wealth Management Limited
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Keystone Wealth Management Limited was launched by David Carter who has many years of in-depth industry experience having been advising clients since 1988.
Keystone's prime focus is built around wealth management and customer service ensuring clients are kept fully informed of all matters that are relevant to them.
Keystone Wealth Management Ltd are part of Quilter Financial Services, which currently has more than 1,800 advisers based throughout the UK.
All our advisers are highly qualified professionals and able to provide recommendations on everything from buying your own home to retirement and investment planning and a whole range of corporate services.
Because we are part of the Quilter Financial Services network, no matter how complex your needs may be, your Keystone adviser can introduce you to consultants who can provide you with the right solution.
At Keystone we look to build long-term relationships with our clients, so you will continue to receive ongoing advice based on your financial situation as a whole. With this emphasis on personal service, it's no coincidence that most of our new business comes from clients referring friends and relatives to their financial adviser.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.
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Telephone
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Online (Live chat, video, email)
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Face to face
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