Key Wealth Management
Financial Services
Sunderland, United Kingdom
10 employees
- Employees
- 10
- Contacts
- 1
- Emails
- 1
Key Wealth Management Overview
- Headquarters
- Sunderland, United Kingdom
- Website
- key-wealth.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2001
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Key Wealth Management
Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community. TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541. TTR Barnes Financial Services Limited trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority, Firm Ref 196946.
Key Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Key Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sarah Showell | Portfolio Risk Management Based | Worcester and Kidderminster Area, United Kingdom |
Email
|
| Christina Smith | Financial Adviser & Business Owner | County Durham, England, United Kingdom |
View
|
| Dean Smith | Director at Key Wealth Management Ltd | Sunderland, England, United Kingdom |
View
|
| David Emery | Mortgage & Protection Adviser | Newcastle Upon Tyne, England, United Kingdom |
View
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile