Keystone Financial Ltd is a collective of IFAs, built to a new design to rival traditional support models.

The company provides advisers with the very best support services and planning tools, while also offering value for money, transparency and a personal approach.

What does Keystone Financial Ltd provide to financial advisers?

A transparent, fully inclusive, end to end package

A package that includes a full back office system and all the research tools
you need to run a compliant and efficient business with the minimum of fuss
(including Intelliflo back office system, Defacto Engage, mortgage sourcing
and protection comparison tools)

• Access to the highest commission rates and levels of support

• One value for money monthly fee – for the software package

• Very competitive retention splits for the services provided

• Favourable commission rates and PI insurance costs

• A high quality, business oriented compliance service that
  works with the adviser

• Genuinely timely and accurate commission reconciliation

• A training and development plan tailored to the individual

• A promise that quality is more precious to us than size

Keystone Financial, managing director, Harriet MacKenzie-Williams has over 20 years experience in the financial services industry, working with many product providers, IFAs and a high street bank. She has advised her own clients for ten years and, prior to launching Keystone, was Compliance Director and Adviser Liaison Officer of a large national IFA firm.