Keystone Wealth Management Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Atul Duggal
IRN AXD02577
- (6)Employed By (15 Feb 2017 to 3 Apr 2018)
David Carter
IRN DWC01081
- (1)Employed By (since 8 Jun 2010)
Gary Duffy
IRN GXD11060
- (5)Employed By (18 Feb 2019 to 4 Jul 2022)
Harjinder Singh Gill
IRN HXG00001
- (7)Employed By (12 Sep 2016 to 5 Sep 2017)
Howard Lewis Morgan
IRN HLM01047
- (10)Employed By (2 Jun 2017 to 5 Aug 2024)
Jose Cuervo
IRN JXC01579
- (3)Employed By (since 6 Jun 2022)
Michael John Richard Edwards
IRN MJE00026
- (3)Employed By (30 Jul 2010 to 21 Jul 2011)
Michael Richard Head
IRN MRH01199
- (1)Employed By (30 Jul 2010 to 1 May 2018)
Mohamad El Kaissi
IRN MXE00381
- (2)Employed By (since 9 Dec 2025)
Neil Edward Clift
IRN NEC00013
- (4)Employed By (since 11 Nov 2021)

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.