Thanks for taking the time to find out about Keystone Wealth Management.
If you’d like more information about our services you can contact us using the following details :
Vine House 143 London Road Kingston-upon-Thames Surrey KT2 6NH
tel: 020 89394545
email: enquiries@keystonewm.co.uk
Or please complete a 5min Health Check in order for us to assess your needs
Privacy Notice:
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with Keystone Wealth Management Financial Advisers and our business support coordinators. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy here
MAKING A COMPLAINT
Quilter Financial Planning Complaints Department
Sunderland
SR43 4JR
Email: qfpcomplaints@quilter.com
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Services website:
www.quilterfinancialplanning.co.uk
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk) |
Privacy Policy | | Terms & Conditions
© Keystone Wealth Management Limited is registered in England and Wales. Registration number: 07153249. Registered Address: Vine House 143 London Road, Kingston Upon Thames, Surrey, KT2 6NH
Keystone Wealth Management Limited is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited, which are authorized and regulated by the Financial Conduct Authority.
Quilter Mortgage Planning Limited and Quilter Financial Services Limited are entered on the FCA Register (https://register.fca.org.uk/) under references 440703 and 440718.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.