Regulatory information
The register, as a client would be shown it.
Register entry Illustrative
| Legal name | Keystone Wealth Limited |
|---|---|
| Status | Independent financial adviser |
| Regulator | Financial Conduct Authority |
| Firm reference | 847291 |
| Company number | 14882017 |
| Registered office | 14 Keystone Yard, London W1U 4AB |
| Client money | Not held. Investments sit on a platform, in your name. |
| How we are paid | Fees from clients. No commission on investment or pension advice. |
Complaints
A real firm asks you to write first. If the matter is not settled, you may refer it to the Financial Ombudsman Service.
Ombudsman
Financial Ombudsman Service, Exchange Tower, London E14 9SR. The service is free to use.
Compensation
The Financial Services Compensation Scheme may cover eligible claims. Cover depends on the product and the circumstances. It is not automatic.
Risk warning
The value of investments can fall as well as rise, and you may get back less than you put in. This website is general information about how an advice firm works. It is not a personal recommendation, and it does not create a client relationship.
Consultation
Ask for an introductory conversation.
Tell us, briefly, what you want to talk about. In a working practice, Helen replies within two working days to offer a forty-minute meeting — in Marylebone, or by video.
- The meeting is not charged.
- It is not advice, and it does not make you a client.