A better approach to financial advice
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Looking to join a progressive community of financial advisers?

Learn about our approach and how we can help you.

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Do you need financial advice?

We’ll help connect you with the most appropriate adviser.

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About Us

We’re a community of advisers, working together to improve the way finance works.

 
 

With decades of experience working inside the systems of financial networks, we understand the frustrating limitations advisers contend with when trying to advise clients and optimise their business.

That’s why we work to a different model, one that functions like a community and puts people and their needs at the heart of everything we do. The keystone of which is our dedicated support service that empowers advisers to focus on what truly matters – caring for people, providing solutions and building business.

 
 

Words from our members

 
Testimonials
Having started my business from scratch, I've been able to spend my time growing my client base, year on year, with the confidence that compliance has been taken care of by Keystone.

– Richard Bradley, Wolverhampton

As a new adviser, I've received guidance and support from Keystone Financial which has gone above and beyond what I had expected from a compliance officer.

– Carolyn Trafford, Stafford

Being a small group, Keystone can provide one to one help whenever required. We have total protection and yet total autonomy. I cannot think of a better way of working to the benefit of all concerned.

– Derrick Winspear, Telford

The team at Keystone Financial are courteous, efficient and precise, ensuring that all aspects of my work are covered – without overburdening me with paperwork.

– Lauren Connell, Edinburgh

Keystone Financial provides the right balance between a well-defined, helpful and cost-effective service, while allowing me to run my practice the way I wanted to. It has exceeded my expectations.

– Peter Lawrence, Hampshire

I moved from a large network to Keystone 7 years ago. It was a very good decision. Keystone has a high standard of compliance, efficient technology and allow advisers to manage their own practice.

– Rod Burton, Coventry

Being a small group, Keystone can provide one-on-one help whenever required. We have total protection and yet total autonomy. I cannot think of a better way of working to the benefit of all concerned.

– Derrick Winspear, Telford

 
 
 

The Latest 

What’s happening in our community and news from the financial industry.

Browse our news archive >

 
 
Featured
2021 Sponsorship: Sheffield Ice Tigers
2021 Sponsorship: Sheffield Ice Tigers

Sport, fitness, inclusion and diversity are vital to a community and many of these would not exist or would struggle to continue without sponsorship. For 2021, Keystone are pleased to be able to sponsor Sheffield Ice Tigers.

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Keystone Financial Rebrand
Keystone Financial Rebrand

2019 saw our 10th anniversary, which was a major milestone for Keystone, as it is for any business. This led us to reflect on how much has changed and how we have grown, professionally as well as in numbers, over that 10 years.

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2020 Sponsorship: Nottinghamshire Blood Bikes
2020 Sponsorship: Nottinghamshire Blood Bikes

This year we are donating to Nottinghamshire Blood Bikes. These are a team of tireless volunteers who move things quickly within the NHS when time is critical. Clearly, they are being utilised greatly during these unprecedented times.

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Contact Us

We’re here to help

You can contact us using this form or the details below and we’ll be back in touch as soon as possible.

 

Call Us

01743 829097