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. Intrinsic Financial Services currently has more than 3500 advisers based throughout the UK. Our team of advisers are highly qualified professionals and able to provide recommendations on a whole range of 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.
Please be aware that the value of pensions and investments may fall as well as rise. You may get back less than you invested.
Your home may be repossessed should you not keep up with repayments on your mortgage.
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.
