Key Wealth Management
Company Management

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 Insurance
Monetary 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 Contact
Sarah Showell Portfolio Risk Management Based
Email
Christina Smith Financial Adviser & Business Owner
View
Dean Smith Director at Key Wealth Management Ltd
View
David Emery Mortgage & Protection Adviser
View

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile