Key Wealth Management - Sunderland

Introduction to Key Wealth Management

Key Wealth Management is a reputable financial planning company located at 3 - 5 Grange Terrace, Sunderland SR2 7DG, United Kingdom. With their phone number 1915661984 and website key-wealth.com, they have made it convenient for clients to reach out and seek their expertise in financial planning.

Specialties and Services

Specializing in financial planning, Key Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each client. They have been praised for their friendly and efficient service, managing clients' pensions and investments with utmost care and professionalism.

Other Services Offered

• Will Redrafting
• Power of Attorney Setup
• Expert Financial Advice
• Investment Planning

Accessibility and Facilities

The company is committed to providing a comfortable experience for all clients. They have wheelchair accessible parking lots and restrooms to ensure ease of access for everyone.

Client Reviews and Testimonials

With an impressive average rating of 5/5 based on 43 reviews on Google My Business, Key Wealth Management has earned a stellar reputation among its clients. Many have praised the company for its friendly and efficient service, and for going above and beyond to assist clients with additional services such as will re-drafting and setting up power of attorney. The team at Key Wealth Management is known for making the process easy for clients by visiting their homes, filling out forms, and liaising with their solicitors.

Why Choose Key Wealth Management

At Key Wealth Management, clients can expect personalized attention, expert financial advice, and a commitment to their financial well-being. Whether you are looking to plan for your future, manage your investments, or ensure your estate is in order, the team at Key Wealth Management is ready to assist you.

Reach Out to Key Wealth Management

We highly recommend reaching out to Key Wealth Management to discuss your financial planning needs. You can visit their website key-wealth.com to learn more about their services or contact them directly at their phone number 1915661984.

Don't miss the opportunity to work with a leading financial planning company that has earned the trust and satisfaction of numerous clients. Contact Key Wealth Management today and take the first step towards securing your financial future.

👍 Reviews of Key Wealth Management

Nicola A.

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.

DAVID M.

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.

Viv J.

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.

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 🙂

PRO G.

5/5

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

Allison H.

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 P.

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.

Ian M.

5/5

Key Wealth were recommended to us by a colleague, for assistance in arranging a mortgage. We dealt with Christina and she baby-stepped my wife and I through the whole mortgage process. We got a great mortgage deal and Christina also arranged our B&C and Life insurance policies. Absolutely A1 service from start to finish, would gladly recommend their services to anyone.