Logo KEYSTONE Wealth Management
Bezoek de website

KEYSTONE Wealth Management  Reviews 

18
•
TrustScore 4.5 uit 5

4,6

Financieel adviseur
Een review schrijvenBezoek de website
Een review schrijven

We verifiëren geen specifieke claims omdat reviewers hun eigen mening mogen geven. We kunnen reviews echter wel als 'Geverifieerd' bestempelen als we bevestiging hebben dat er een zakelijke interactie heeft plaatsgevonden. Meer informatie

Om de integriteit van het platform te beschermen, wordt elke review op ons platform – al dan niet geverifieerd – gescreend door onze geautomatiseerde software. Deze software kan inhoud identificeren en verwijderen die in strijd is met onze richtlijnen, inclusief reviews die niet zijn gebaseerd op een echte ervaring. We zijn ons ervan bewust dat we weleens wat over het hoofd zien, dus je kunt altijd reviews rapporteren waarvan je denkt dat we ze hebben gemist Meer informatie

Bedrijfsgegevens

  1. Financieel adviseur
  2. ook in
  3. Financiële planner
  4. Hypotheekmakelaar

Contactgegevens

4,6

Uitstekend

TrustScore 4.5 uit 5

18 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

Geen recente geschiedenis van het vragen naar reviews

Dit bedrijf heeft hun klanten niet recentelijk uitgenodigd, dus reviews zijn mogelijk niet representatief

Zo gebruikt dit bedrijf Trustpilot

Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.

4,6

Alle reviews

(18)

5 reviews in de afgelopen 12 maanden

Een review schrijven

Wij controleren reviews

Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie
Beoordeeld met 5 van de 5 sterren

I had a great experience working with…

I had a great experience working with my mortgage and life insurance
With Roopa.She was very professional, helpful, and supportive throughout
the whole process. She took the time to explain everything clearly,
answered all my questions, and made sure I understood my options
before making any decisions.

I really appreciate her patience, knowledge, and dedication. I would highly recommend her to anyone looking for a
trustworthy and reliable mortgage and life insurance advisor.

15 juli 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Roopa is a star

Roopa is a star! She is making our first home purchase journey so simple to understand and is so reassuring in her explanations. We have been blown away by how attentive and knowledgable she is - will definitely be recommending her to everyone!

17 juli 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Absolutely brilliant

Roopa has been absolutely brilliant - so helpful, attentive, and going out of her way to give us everything that we need with our mortgage. Would fully recommend her and her services to anyone!

1 juli 2026
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for your kind words.

We're thrilled to hear that Roopa was able to give you everything you needed for your mortgage, and that her helpful, attentive approach made all the difference. She always goes the extra mile for her clients, so it means a lot to hear this reflected in your experience.

Your recommendation is hugely appreciated by both Roopa and the whole Keystone team. Should you need any further guidance down the line, we're always here to help.

- The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Highly recommended

Roopa is amazing. She attentive, thorough, responsive, accessible and kind. She explained everything completely and went over and above to find and deliver great products which suit my needs perfectly. She made the entire process fast and stress free. Thank you so much. Would highly recommend.

18 maart 2026
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for taking the time to leave such a kind review.

We are delighted to hear that Roopa was able to make the process clear, efficient and stress-free for you. She is truly passionate about providing attentive, personalised advice and always goes the extra mile to ensure clients feel fully informed and confident in their decisions.

Your feedback means a great deal to both Roopa and the Keystone team. We are very grateful for your recommendation and are pleased to have been able to support you in finding solutions that suit your needs.

If you ever need any further guidance or support in the future, we will be more than happy to help.

Beoordeeld met 5 van de 5 sterren

The best ever !

I’ve been lucky to have Daniela as my mortgage adviser, and thanks to her, I now have a place to call home. She was incredibly helpful throughout the entire process—always supportive and truly dedicated. I couldn’t have asked for a better person to guide me through this journey. I highly recommend her to anyone looking for expert advice and outstanding service.

20 januari 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Hi Mirela,
Thank you for your heartfelt review — we’re absolutely delighted that Daniela could support you through such a meaningful milestone. Helping clients find a place to call home is at the core of what we do, and it’s wonderful to know you felt supported every step of the way. It’s always a privilege to help clients like you find their footing, especially across local areas like Surrey and South London.

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

100% Satisfied with her services.

I’ve had the pleasure of working with Daniela on my mortgage, and I can confidently say the service she provides is outstanding—every single time. She is knowledgeable, reliable, and truly goes above and beyond to ensure everything runs smoothly. I would highly recommend her to anyone looking for a great mortgage adviser!

18 april 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Hi Maria,
Thank you so much for your glowing feedback! We’re so glad to hear that Daniela was able to deliver such a smooth and supportive mortgage experience for you. Her dedication really shines through, and it means a lot to us to know you felt fully looked after.

Whether you’re based locally in South West London or further across Surrey, we’re always here to help with expert, tailored mortgage advice whenever you need it.

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Highly recommend!

When it comes to mortgage, it sounds stressful and long process however not with Keystone therefore I would like to say a massive thank you to Daniela and the team for offering us an outstanding service and dealing with our application smoothly and hassle free.

I can say that Daniela went above and beyond to make everything look easy and stress free, always available and has all the answers in hand which we were so grateful for.

I highly recommend Keystone.

22 januari 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Hi Lali,
Thank you so much for your lovely review and kind recommendation! We’re so pleased to hear that Daniela and the team were able to make the mortgage process smooth and stress-free for you — it’s exactly what we strive for. Whether it’s a first home or a remortgage, we know how important it is to feel supported and informed every step of the way.

If you ever need help again — whether you’re in Surrey, South London or beyond — we’ll always be here.

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Jose Cuervo- exceptional financial advisor & mortgage broker

I have thoroughly enjoyed working with Jose Cuervo over the past two years, and I am consistently impressed by his professionalism and guidance. From the beginning, he demonstrated dedication and expertise, ensuring that I understood all of my options and possibilities to make informed decisions regarding my finances. Jose also helped my partner and me navigate our first mortgage process with confidence and security. I highly recommend him to anyone in need of an exceptional financial advisor or mortgage broker. He is truly a remarkable and trustworthy professional.

21 april 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for your thoughtful and detailed review, Martajita. We’re delighted to hear about your positive experience working with Jose over the past two years. His commitment to providing clear, expert financial advice and personalised mortgage guidance is exactly what we strive for at Keystone. We’re especially pleased to know he helped make your first mortgage process feel secure and straightforward. Your kind words and recommendation mean a great deal—thank you again for placing your trust in us!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

knowledgeable and helpful

Jose was very knowledgeable and helpful about my investment.
Many thanks

21 mei 2024
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you for your kind words, Benjamin! We’re glad to hear that Jose was able to provide helpful, knowledgeable investment advice. At Keystone, we always aim to offer clear, expert guidance to help our clients feel confident in their financial decisions. Many thanks again for your feedback!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Very clear, professional advice.

Jose Cuervo gave us very clear explanations of all of our financial options and was very professional and patient. I firmly believe that moving our pension plan will save us thousands of pounds due to reduced management fees. Many thanks!

21 mei 2024
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you, Ben, for your thoughtful review. We’re so pleased to hear that Jose was able to provide clear, professional guidance while helping you explore your financial options. It’s great to know that the pension advice you received is already making a meaningful difference in terms of future savings. At Keystone, we’re committed to helping clients make confident, informed decisions—and we’re glad you felt supported throughout the process. Many thanks again for your feedback!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Jose helped me to organize an Stocks…

Jose helped me to organize an Stocks and Shares ISA. He was very profesional but also very easy to speak to and he made the process very straight forward.

1 april 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for your review, Paula! We’re delighted to hear that Jose was able to support you with setting up your Stocks and Shares ISA. Providing clear, professional financial advice in a way that feels approachable is exactly what we aim for at Keystone. We’re so glad the process felt smooth and straightforward for you—thank you again for your kind words!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

With Daniela advices and…Keystone

With Daniela advices and professionalism we complete our mortgage in time record 🙌 so we'll done to Daniela and we highly recommend

28 maart 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you, Alexandru! We’re so glad to hear that Daniela’s advice and professionalism helped you complete your mortgage in record time. It’s always our aim at Keystone to deliver efficient, expert mortgage support—and we’re thrilled to know it made such a difference for you. Thank you for the recommendation, and congratulations again on your new home!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

I highly recommend Daniela S

I highly recommend Daniela S. as a broker. She is extremely professional, thorough, and always looks out for her clients’ best interests. Daniela consistently checked for the best rates available and provided thoughtful, informed advice throughout the process. Her guidance made everything smoother and more manageable. I appreciated her expertise and would definitely work with her again in the future.

17 april 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for your kind words, Loredana! We’re so pleased to hear about your positive experience working with Daniela. Her professionalism, attention to detail, and commitment to securing the best mortgage rates are exactly what we aim to deliver at Keystone. It’s always our goal to make the home-buying process as smooth and stress-free as possible, and we’re delighted Daniela’s guidance made a real difference. We truly appreciate your recommendation and look forward to supporting you again in the future!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Daniela Serban, the best mortgage broker to work with

I worked with Daniela for my mortgage application. She has been the most professional and proactive person I have worked with; she took on this case as if it were hers, kept me informed all the time and went many extra miles to make this happen. I would trust her 1000% in the future, and I recommend her to anyone looking for a dedicated mortgage broker.

28 maart 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much, Simona, for sharing your experience with us on Trustpilot. We’re delighted to hear how well Daniela supported you through your mortgage application. Her proactive approach and dedication to delivering tailored financial advice is exactly what we strive for at Keystone. We believe that securing the right mortgage should feel personal, clear, and well-supported—and we’re so pleased Daniela delivered just that. Thank you for placing your trust in us, and for recommending our dedicated mortgage support to others. We’re always here when you need us!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Just pick Daniela

Just pick Daniela. That's all I can say ! She helped us with the purchase of our house and I can't recommend her enough. Outstanding work and service.

9 april 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much, Lulia! What a lovely review—and we couldn’t agree more about Daniela! We’re so glad she was able to support you throughout your home purchase with such dedication. At Keystone, we’re committed to providing outstanding mortgage advice and service, and it’s always a pleasure to hear when our clients have such a smooth experience. Wishing you all the best in your new home, and thank you again for the kind recommendation!

– The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Highly Recommended – Excellent Mortgage Service!

I had an outstanding experience working with Daniela, as our Mortgage and Protection Adviser. From the very beginning, she guided us through the process with professionalism, expertise, and genuine care.

She helped us secure a mortgage in a very timely manner and before exchange updated the interest rate so we can benefit from the decrease which helped reduce the monthly payments.

Her dedication and knowledge made the entire process smooth and stress-free.
I would highly recommend Daniela to anyone looking to purchase a property.

28 maart 2025
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much for your wonderful review! We’re delighted to hear that Daniela, one of our expert Mortgage and Protection Advisers, was able to support you through every stage of your home-buying journey. Helping clients secure the best mortgage deals and making the process as smooth and stress-free as possible is what we strive for at Keystone.

It’s fantastic to know that Daniela’s professionalism, personal care, and ability to refresh your mortgage agreement for a better rate made a real difference.

Thank you again for trusting us, we wish you all the best in your new home!

— The Keystone Wealth Management Team

Beoordeeld met 5 van de 5 sterren

Outstanding Financial Advisor

Spencer-Lopez family
Jose Cuervo has been an invaluable asset in managing our savings and pensions. His deep knowledge and approachable manner made the entire process seamless and stress-free. He regularly checks in for reviews and follow-ups, which gives us great peace of mind. A truly professional and trustworthy advisor – highly recommended.

30 juni 2024
Review zonder uitnodiging
Logo KEYSTONE Wealth Management

Antwoord van KEYSTONE Wealth Management

Thank you so much Spencer for your kind words and trust in Jose and the Keystone team. We’re delighted to hear that you’ve felt supported and at ease throughout the process. Jose takes great pride in providing personalised, ongoing advice, so it’s wonderful to know that his approach has brought you peace of mind. Your recommendation means a lot, and we’re honoured to support you on your financial journey.

Dit is Trustpilot

Iedereen kan een review op Trustpilot achterlaten n.a.v. een ervaring met een bedrijf. Gebruikers hebben het recht om hun feedback op elk moment te wijzigen of te verwijderen, en elke gepubliceerde review is zichtbaar zolang het account van de betreffende gebruiker actief is.

Wij beveiligen ons platform met behulp van toegewijde specialisten en slimme technologieën. Lees meer over hoe wij nepreviews bestrijden.

Lees meer over Trustpilots reviewproces.

Hier vind je 8 tips voor het schrijven van een goede review.

Verificatie helpt ervoor te zorgen dat echte mensen de reviews schrijven die je op Trustpilot ziet staan.

Beloningen aanbieden voor reviews of een slechts een bepaalde groep mensen vragen om een review te schrijven, kan de TrustScore beïnvloeden. Dit is in strijd met onze richtlijnen.

Lees meer