KEYSTONE FINANCIAL LIMITED

Reference number: 501917

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 11 other names
  • ACJ Financial Planning
  • Bayliss Wealth Management
  • Evadon
  • Financial Advice Boutique
  • Key2 Financial
  • Myriad Financial Planning
  • Prime Time Financial
  • Rod Burton Financial Management
  • Scott Ruscoe Financial Goals
  • Wisepath Financial Planning
  • Your Perfect Financial Solution

Company details

From the company's Companies House record.

Company number
06859888
Company status
Active
Company type
Private limited company
Incorporated
26 March 2009 (17 years old)
Registered office
The Old School Rooms, 7 Station Road, Chesterfield, Derbyshire, S45 8BD, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Harriet Anne Mackenzie-Williams Director Dec 1968 26 Mar 2009
Dwight Witmer Director Jun 1979 1 Apr 2026

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 18 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Apple Financial Services
  • Bella Rose Financial Planning
  • Caberry Financial Planning
  • Connell & McFadden Financial
  • Elle Wealth Management
  • Frank on Finance
  • Keystone North West
  • Keystone Retirement Solutions
  • Mindfulness Financial Planning
  • Mortgage Journey
  • Mortgage Seekers
  • Myriad Financial Planning
  • Pillar Box Financial Services
  • SBC Financial
  • Silverwise Retirement Planning
  • Winspear Financial Management
  • Wright Financial Planning
  • Your Perfect Future

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Common questions

Frequently asked questions

Is KEYSTONE FINANCIAL LIMITED FCA authorised?
Yes, KEYSTONE FINANCIAL LIMITED (FRN 501917) is authorised by the FCA to carry out regulated activities.
Is my money safe with KEYSTONE FINANCIAL?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about KEYSTONE FINANCIAL to the Financial Ombudsman Service, free of charge.
Is KEYSTONE FINANCIAL a scam or clone?
KEYSTONE FINANCIAL is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is KEYSTONE FINANCIAL's Firm Reference Number (FRN)?
KEYSTONE FINANCIAL's FRN is 501917. You can verify it on the FCA register.