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

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.