Wills & LPA’s
Our sincere thanks to Joseph Nield for giving us his expert advice and in guiding us through the processes for the production of our Wills & LPA’s.
David & Judith Elkins.
22 June 2022
Unprompted review
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Company details
Information provided by various external sources
Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Contact info
3 - 5 Grange Terrace, SR2 7DG, Sunderland, United Kingdom
- 01915661984
- info@key-wealth.com
- key-wealth.com
Thank you to the Key Wealth team
Key Wealth have looked after our personal investments for many years - we don’t know what we’d do without this great team.
We really benefit from their professionalism but especially appreciate their friendliness and helpful communication.
Thank you, everyone at Key Wealth!
17 March 2021
Unprompted review
TOP INVESTOR TEAM
A top investor team; Dean at the helm with Rosalyn, Ian and others whom find no trouble being at our beck and call. A roller-coaster at times, being investing but then we have always received our rewards, for many years! A win, win situation.
David
27 June 2020
Unprompted review
Fantastic team!
Fantastic assistance from Dean and Jennifer at Key Wealth!
Attention to detail, professionalism, and constant great communication to keep you in the loop as they plough through work on your behalf.
Great team; highly recommended!
Richard
13 January 2020
Unprompted review
Top class professional service
Top class professional service, highly recommended.
14 October 2019
Unprompted review
Excellent Service
Christina went over and above to help me with my mortgage application & life insurance. I needed a foreign income mortgage and Christina had a wealth of knowledge & did extensive research to get me the best deal. Also very friendly & great communication keeping me informed at all times. I would highly recommend!
4 September 2019
Unprompted review
5 star service
We used Key Wealth for our mortgage, fantastic communication, efficient, professional and great service. Christina was a massive help and nothing was too much trouble. Will definitely use the service again and recommend to family and friends.
19 July 2019
Unprompted review
Brilliant service from start to finish…
Brilliant service from start to finish as usual.
12 July 2019
Unprompted review
Have used Key Wealth Management several…
Have used Key Wealth Management several times, each time we have had fantastic service. Would thoroughly recommend then for mortgage advice.
11 July 2019
Unprompted review
I love what they do at Key Wealth
I love what they do at Key Wealth, very professional, and quick. They have great products and being independent can access any market. Christina is fantastic, helpful and knows her trade. Would recommend them to anyone.
11 July 2019
Unprompted review
Residential and Buy to Let Mortgages
Christina and the Key Wealth Team, helped us get a mortgage last year for ourselves, then helped us get our first buy to let mortgage this July getting us a good suitable offer.
Quite an easy process as she helped us with step by step advice how to get the relevant paperwork needed, and even contacted the conveyancing team for us - just to speed things along. We look forward to dealing with the team when we purchase our second buy to let property - very shortly.
10 July 2019
Unprompted review
Mortgage Applications
Used Christina & Key Kealth various times now for Mortgages & Re-mortgages on Residential & BTL... very easy to deal with & great response time to emails/phone calls. Informative throughout full mortgage application... I would highly recommend & would never use anybody else.
10 July 2019
Unprompted review
Mortgage Advice and Health Insurance
I spoke with Christina from Key Wealth Management for Mortgage Advice (Initially when I was a first-time buyer, and later when I needed to remortgage), and later for Health Insurance.
Very easy to communicate with via email and incredibly polite/friendly. Any documents which needed reading and signing was made easy to do so with clear and straight forward advice.
Would certainly recommend Key Wealth's services.
10 July 2019
Unprompted review
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