Stage Financial  Reviews 1

TrustScore 3.5 out of 5

3.7

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Company details

  1. Financial Planner

Written by the company

At Stage Financial we strive for excellence in our service and advice, which we refer to as “Platinum Standard” or “Platinum Financial Advice”. Our using these phrases does not represent an award, qualification, industry standard, or guarantee, rather they are descriptors of our service and quality ethos toward our clients. Stage Financial is a trading style of, and works in partnership with Keystone Wealth Management based in Kingston-upon-Thames. This partnership enables me to provide you with personalised and tailored advice whilst harnessing the power of a larger team of specialist advisors. Our advisers hold additional qualifications above the minimum industry standard that allows us to deliver a sophisticated offering to clients in Richmond, Twickenham, St Margaret’s, Isleworth, Kingston and Teddington. Our approach is to demystify, advise and offer financial advice on a personal level, Our multi-disciplinary qualifications allows us to give clients a broader range of investment options. This ability, coupled with broad specialist qualifications, translates into a tailored solution for my clients rather than a generic, one-size-fits-all option.


Contact info

3.7

Average

TrustScore 3.5 out of 5

1 review

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