Key Wealth Management - Sunderland

Key Wealth Management Overview

Key Wealth Management, situated at 3 - 5 Grange Terrace, Sunderland SR2 7DG, United Kingdom, stands out as a reliable financial planning service. With a customer-focused approach, they cater specifically to financial planning, ensuring clients' investments and pension strategies are managed with precision and care. For those seeking professional guidance in navigating the complex world of finance, Key Wealth Management is a reputable choice.

Location and Contact Information

Residents and visitors in the United Kingdom looking for Key Wealth Management can easily find them at their address:
- Address: 3 - 5 Grange Terrace, Sunderland SR2 7DG
- For inquiries or appointments, their phone number is 1915661984, making it straightforward to get in touch.

Their website, key-wealth.com, offers a wealth of information for potential clients, including detailed services, client testimonials, and contact information.

Facilities and Accessibility

Key Wealth Management is committed to providing a comfortable and accessible environment for their clients. The business boasts a wheelchair-accessible car park and a toilet for guests' convenience. These thoughtful amenities ensure that everyone feels welcome and supported.

Services and Client Feedback

Specializing in financial planning, Key Wealth Management has garnered praise for their comprehensive service offerings. Clients frequently highlight their efficient service, especially in managing pensions, ISAs, and estate planning. A glowing review on Google My Business mentions, "They made the process of drafting our wills and setting up power of attorney simple for us," showcasing their dedication to client comfort and understanding.

With a remarkable average opinion score of 5/5 based on 43 reviews, Key Wealth Management clearly excels in meeting and exceeding client expectations. Potential clients can look forward to a service that is not only professional but also personalized and attentive to detail.

Recommendation

For anyone in search of a trustworthy financial advisor, especially in managing investments, pensions, or planning for the future, Key Wealth Management is highly recommended. Their commitment to client satisfaction, evident from their outstanding reviews, makes them a top choice. To learn more or schedule a consultation, visitors are encouraged to explore their website. Don't hesitate to contact them directly at 1915661984 for expert advice tailored to your financial needs.

👍 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.