Samik Mukherjee Email & Phone Number

Keystone Capital is a wealth advisory boutique that provides professional and impartial advice on structuring and managing wealth to meet our clients' specific objectives. This may be planning for retirement, protecting assets for future generations or simply trying to optimise return on investments. Whatever we do, we always put our clients’ interests first and foremost and find solutions that are individually tailored to their needs. For more information about us and how we are able to help, please take a few minutes to visit our website at www.keystone-capital.co.uk A bit about me: I started my career in financial services straight after university around 25 years ago, and over this time I have had the good fortune of working in senior client facing roles at some of the most prestigious names in private banking. I have enjoyed advising many successful entrepreneurs, executives, professionals and their families on investments and financial planning matters.The wealth management industry has undergone significant changes over the years and I felt that along the way personal touch and bespoke services, which formed the very foundation of this industry, had suffered in the race to standardise processes, cut costs and extract maximum shareholder value. Encouraged by our clients and peers, my business partner and I, established Keystone Capital in the summer of 2019, in a bid to return to the core value of putting our client’s interests at the heart of everything that we do. At Keystone Capital, we work exclusively for our clients, drawing on years of collective industry knowledge and experience, to find fit for purpose solutions and working with partners who we firmly believe are best in their class. So if you think we might be able to help you, please do get in touch.

Listed skills include Investments, Strategic Financial Planning, Mortgage Lending, Estate Planning, and 11 others.