Pensions & Investments

Our associate company, Key Wealth Management, offer a dedicated team of Senior Wealth Managers who work closely with individuals and businesses to provide independent financial advice.Key Wealth Managaement

For further information on InvestmentsPensions and Annuities, Auto-enrolment and all of the services they can offer to help you achieve your financial goals, please visit their dedicated website at www.key-wealth.com

Within the core service portfolio offered by Key Wealth Management, the team can provide service such as:

  • a full financial planning review
  • advice for a single area of need
  • stand-alone products or investments according to your specific instructions (execution-only dealing)
  • ongoing advice, reviews and management of arrangements
  • access to employer-sponsored pension schemes via ‘Direct Offer’ information packs

Contact Us

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