Wealth Management

Wealth Management

Impartial financial advice designed for your individual needs

Many of our clients not only like us to handle their accounting work, but they are also keen to seek guidance on a variety of financial matters.  Of course, impartial financial advice specifically designed for your individual needs and circumstances is essential to make the right decisions.

We believe that the company we started in 2001 following the merger of two long-established Sunderland firms is worth talking to.

TTR Barnes Financial Services Limited, trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority and is entered onto the FCA Register (www.fca.org.uk/register) under reference 196946.

Key Wealth Managaement

What is often important to many clients is that they can receive more meaningful investment advice because Key Wealth Management can call upon background knowledge of their financial situations gained from our accountancy departments, such as taxation.

For enquiries in connection with financial services, please contact Richard Emery, Graeme Wake, or Dean Smith.  Alternatively, take a look at the Key Wealth Management Website at www.key-wealth.com.

More about wealth management

Chartered Accountants in Sunderland, offering expertise on everything from Tax and Business Planning,
to Accounts and VAT.