We are not tied to any Banks, Building Societies, Investment Fund Houses or Insurance Companies. We can provide unbiased advice by selecting the most appropriate products and providers of thoseproducts from across the marketplace. We will always explain the different ways in which we can be remunerated at our first meeting and let you select which is the most appropriate for you based on the work we will be completing on your behalf.
At Keystone we believe that everybody should be entitled to quality financial advice. We put our 21 year experience in working with normal people to good use by helping clients new and old enjoy lifeafter employment and invest to meet their personal needs.
We are committed to giving independent, jargon free advice on appropriate financial products, tailored to your specific needs. We achieve this by placing an emphasis on quality of service, regularclient contact and most importantly an understanding of your personal circumstances.
The world of finance can be a very confusing place and our aim is to help you to understand your options and reach your financial aims. We are a small, friendly firm of independent financial adviserswith a combined experience of over 100 years within financial services.
Janice has over 24 years experience as a Financial Advisor and has built up a successful practice with over 1500 clients. Janice started out in financial services with Allied Dunbar and latterlyOpenwork and has a wealth of knowledge in investments and pensions. Janice is currently working towards her grade four in piano and enjoys the theatre and spending time with her family.
Our Chief Executive Peter Crook talks about the products we offer and the values that shape the way we do business. Our portfolio of products is based on building personal relationships with ourcustomers and is split into three divisions: consumer credit, credit cards and personal vehicle finance.
We offer an UNBIASED independent financial advice service for all your pension, investment and financial needs. The majority of our clients have taken advantage of our FREE CONSULTATION. Our FREECONSULTATION is available at a place and time to suit you. As Independent Financial Advisers we are not tied to any particular product provider which means we have no vested interest in any particular product and our aim is to offer completely impartial advice.
As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to sourceproducts and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.
As an Independent Financial Adviser (IFA) we are able to offer advice on the full range of financial products and services available from the whole market. Many advisers, including the high streetbanks are committed to using one or a few providers. This may mean that they are not able to access the best products, funds or services.
At Creative Financial Management we can help you with any aspect of your financial planning. Our office has over 25 years experience in offering personal financial advice. We think outside the box,exploring every angle and offering a range of solutions, each tailored to your unique situation. We recognise that the Fair Treatment of our clients is adding value to the services that we provide. We operate as part of Openwork, one of the largest multi tied financial advice network in the UK.