Keystone Wealth Management Limited

At Stage Financial we strive for excellence in our service and advice, which we refer to as “Platinum Standard” or “Platinum Financial Advice”. Our using these phrases does not represent an award, qualification, industry standard, or guarantee, rather they are descriptors of our service and quality ethos toward our clients.

At Stage Financial we pride ourselves only employing highly qualified individuals with experience and qualifications in multiple areas regarding retirement and later life advice.
Not all advisers are qualified in all areas, and as such it can be confusing whether one area is the best overall solution for you. I have wide industry experience and a broad range of qualifications, more than the minimum standard required, so we strive to give you peace of mind that the advice given, best suits your needs and personal circumstances.