New firm Keystone aims for 20 advisers
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Former Pi Financial compliance director Harriet MacKenzie-Williams has set up a new IFA firm and hopes to recruit up to 20 advisers.
MacKenzie-Williams left Pi in January 2009 and has established her new firm Keystone Financial. The firm has five advisers including MacKenzie-Williams herself. She says her intention is to grow the firm to a manageable size in order for service standards to be maintained.
She is positioning her new business as an alternative to the network model for advisers who would like compliance help but would prefer to be part of a smaller organisation.
She says: “Keystone will provide the very best support services and planning tools, value for money, transparency and a personal approach.
“We are offering a promise that quality is more important to us than size. Many national IFA firms and networks are so busy trying to increase their numbers that they forget the promises they have made to their existing members.”
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