Key Wealth Management - Sunderland

Key Wealth Management: A Comprehensive Financial Planning Firm in Sunderland, UK

Key Wealth Management is a financial planning firm located at Address: 3 - 5 Grange Terrace, Sunderland SR2 7DG, United Kingdom. This company offers financial planning services with a team of dedicated professionals who work closely with clients to help them achieve their financial goals.

When visiting Key Wealth Management's physical office, clients will be pleased to find that there is a restroom available for their convenience. This small detail speaks volumes about the company's commitment to providing a comfortable and welcoming environment for its clients.

One of the primary specialties of Key Wealth Management is being a financial planner. Their financial planning services include retirement planning, investment management, estate planning, tax planning, and more. They work with individuals, families, and businesses of all sizes, providing tailored financial solutions that meet each client's unique needs and objectives.

Key Wealth Management's website, key-wealth.com, is an excellent resource for learning more about their services and team. The site includes detailed information on their areas of expertise, as well as client testimonials and success stories.

To get a better sense of Key Wealth Management's reputation and the quality of their services, potential clients can look to their Google My Business page, which includes 43 reviews with an impressive average opinion: 5/5. These reviews provide valuable insights into the company's strengths and the positive experiences of their clients.

Reviews of Key Wealth Management

DAVID MOORE

5/5

Great service provided recently by Key Wealth Management and in particular advisor Christina Smith in the making of our Wills. Good knowledgeable advice given with a prompt and efficient service received.

PRO GAMING

5/5

David and His Team helped us get a mortgage for our latest purchase in Durham, many thanks. Thanks for your hard work.

Nicola Apperley

5/5

Key Wealth have been looking after our pensions and isa investments for many years and have always provided a friendly and efficient service. Recently we have also used their services for re-drafting our wills and setting up power of attorney. They made this process easy for us by arranging visits to our house and did all the form filling and liaising with their solicitors. Thank you for a great service.

Potsu _

5/5

I was recommended Key Wealth Management by a friend for mortgage advice as well as life insurance, and I can honestly say it was the best decision I made to aid me in the process. My mortgage advisor was Christina S who went above and beyond in helping me throughout the process of getting a mortgage. Breaking down all the legal jargon for me and being there constantly for questions either through email or on the phone. She made what would normally be a stressful experience smooth sailing and I cannot commend her enough! Ill be sure to recommend Key Wealth Management to anyone I know in need of their expertise 🙂

Viv Johnson

5/5

Absolutely fantastic service, Christina kept reviewing our product and managed to have the interest rate dropped twice before completion of the mortgage saving us a substantial amount in repayments over the coming years. Thoroughly recommend using her services.

Allison Hosler

5/5

Dean has provided excellent service and support, firstly to my husband and his business, and more recently providing me with excellent guidance and advise in transferring my Defined Benefit Pension Scheme to a new fund. The Key Wealth Management team made sure I had all of the information and guidance required to make a very difficult decision a seamless process, They continue to give fantastic support and I would have no hesitation in recommending them to anybody who requires financial advice.

Beverley Park

5/5

We used Key Wealth Management for a few different mortgages that we needed to arrange in a tight timeframe l. Despite our requirements being particularly complicated our mortgages were both completed. We were offered a range of potential solutions which were fully explained and applications fully managed. Updates were frequently provided on where we were in the process. I’d have no hesitation in recommending. We have used Key Wealth Management services in the past and we will most definitely use again in the future.

Tina Thompson

5/5

My husband had 3 pensions. Following a meeting with an adviser at Pensionwise it was clear he needed assistance of a Financial Adviser. He found Key Wealth Management via the Pensionwise web site. He had a meeting with Richard who was brilliant. He advised him on his options and consolidated his pensions. The communication was excellent throughout. He was able to retire 3 years earlier than he had thought! We both would highly recommend Key Wealth Management.