Key Wealth Management

About Key Wealth Management

Key Wealth Management is a financial planning firm based at Grange Terrace on Stockton Road in Sunderland. It is the sister company of the chartered accountants TTR Barnes and works from the same offices. The firm is authorised and regulated by the Financial Conduct Authority under reference 196946.

Its advisers cover pensions and retirement planning, investments and wider financial planning for individuals and families, as well as for business owners. The link with the accountancy practice means clients who already use TTR Barnes for their tax and accounts can have their financial planning handled alongside, which is often helpful for company directors weighing up salary, dividends and pension contributions. Anyone considering advice should ask at the outset how the firm is paid and what an ongoing review service includes.

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