Keystone Wealth Management Limited

Restricted - Whole of Market  Keystone Wealth Management Ltd, Twickenham, Greater london, TW1 1JT
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Howard Morgan
Financial Planning Consultant

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.

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 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.

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.

Where to find us
Head office address: Keystone Wealth Management Ltd, Vine House, 143 London Road, Surrey, Kingston Upon Thames, KT2 6NH
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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