KEYSTONE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Mortgage & Protection Adviser
Background:
Daniela is a graduate of Business Management and Marketing and gained years of experience in the UK housing market through property development projects that she has managed, as well as working within financial services for a number of years before joining our firm. Daniela joined Keystone Wealth Management Ltd in order to broaden the scope of advice she can provide to her clients and to be able to provide mortgage advice with a whole of market offering. Daniela provides a highly professional, yet personalised and friendly service, working very closely with her clients in order to understand their requirements and help them secure the best possible solution to achieve their goals. Integrity in business is incredibly important to Daniela and she will always go the extra mile to ensure the house buying process is a less stressful experience for her clients.
When not working Daniela enjoys cycling, reading, baking and generally spending time with her family. She also loves travelling, often spending weekends away from the hustle and bustle of London.
Interests:
Best holiday- Amalfi Coast- Italy
Job Titles:
- Managing Director / Mortgage & Protection Adviser
Job Titles:
- Financial Planning Consultant
Richard resides in Sussex and has done for over 40 years. He is very happily married to his wife Sian and together they have two young children. Richard has been working with David Carter and subsequently Keystone for over 10 years, originally as a Mortgage & Protection Adviser and subsequently as a Financial Adviser and has thoroughly enjoyed the various challenges it brings. When not working (which is not that often!), Richard enjoys running and spending time with his family.
Richard has a Level 4 Diploma in Financial Planning , Certificate in Regulated Equity Release and a Certificate in Mortgage Advice and enjoys supporting clients in whatever financial need they have.