Keystone Wealth Management Limited

Financial Adviser (Restricted Whole of Market) Keystone Wealth Management Ltd, Vine House, 143 London Road, Surrey, Kingston Upon Thames, KT2 6NH
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
12th August 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Howard Morgan
Financial Planning Consultant
Where to find us

Keystone Wealth Management Ltd, Vine House, 143 London Road, Surrey, Kingston Upon Thames, KT2 6NH

Make an enquiry
About us

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 Intrinsic 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 Intrinsic 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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Compliance

Please be aware that the value of pensions and investments may fall as well as rise. You may not get back less than you invested.

Your home may be repossessed should you not keep up with repayments on your mortgage.

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