Harriet Mackenzie-Williams

Harriet Mackenzie-Williams

Managing Director

Nottinghamshire

keystoneltd.co.uk

Keystone Financial Ltd

Harriet MacKenzie-Williams is an experienced adviser and compliance officer and the founding director of Keystone Financial, a National IFA firm that’s shaking up the traditional norms of the financial industry.

Career Overview

As both founding director and compliance officer, Harriet has been at the helm of Keystone Financial since 2009. Prior to this, she honed her skills working as a Financial Adviser, Paraplanner and Compliance Officer for reputable financial institutions such as Hill Samuel and Standard Life in her early years, moving into the IFA world in the late 90s.

With over two decades first-hand experience working inside the systems of these traditional financial institutions and networks, Harriet recognised the limitations advisers often contend with when trying to advise clients and optimise their business.  She founded Keystone Financial, an Independent Financial Advisory firm (IFA), in order to provide a different model; one that empowers advisers to work as a supportive community and focus on what truly matters – caring for people, providing bespoke solutions and building business. 

What we do

Over the years, Keystone Financial has proudly supported 22 financial advisers to maintain and grow a diverse portfolio of clients and businesses.  Harriet actively encourages diversity in the financial sector, empowering people of all backgrounds to grow their business in a way that suits them and their clients.

 Being a tight knit group, albeit from all corners of the UK, Harriet actively encourages idea and experience sharing within the team, providing an environment where no one is more important than anyone else and all experience is valuable.

In the News

Look-back: Keystone Financial boss shares her ‘Diary of an Adviser’ from late 2020

News | Published December 12th 2022, 9:32 am

While the Covid-19 pandemic has passed and social restrictions are a thing of the past, the influence that the lockdown had on our daily routines and wellbeing, and the lessons learnt from those experiences, should not be forgotten. In this article, we share a weekly diary entry from October 2020 which featured in the Financial Times’ ‘Diary of an Adviser’ feature, penned by Keystone Financial managing director Harriet Mackenzie-Williams. This passage shines a light on how the trials and tribulations of the pandemic affected a leader working in the financial services sector.Read more →


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