Key Wealth Management

Great service provided recently by Key Wealth Management and in particular advisor Christina Smith in the making of our Wills. Good knowledgeable advice given with a prompt and efficient service received.

Key Wealth have been looking after our pensions and isa investments for many years and have always provided a friendly and efficient service. Recently we have also used their services for re-drafting our wills and setting up power of attorney. They made this process easy for us by arranging visits to our house and did all the form filling and liaising with their solicitors. Thank you for a great service.

Absolutely fantastic service, Christina kept reviewing our product and managed to have the interest rate dropped twice before completion of the mortgage saving us a substantial amount in repayments over the coming years. Thoroughly recommend using her services.

I was recommended Key Wealth Management by a friend for mortgage advice as well as life insurance, and I can honestly say it was the best decision I made to aid me in the process. My mortgage advisor was Christina S who went above and beyond in helping me throughout the process of getting a mortgage. Breaking down all the legal jargon for me and being there constantly for questions either through email or on the phone. She made what would normally be a stressful experience smooth sailing and I cannot commend her enough! Ill be sure to recommend Key Wealth Management to anyone I know in need of their expertise :)

I used Key Wealth management to facilitate a DB pension transfer. The transfer went through smoothly following a review of my personal circumstances. All concerned were professional and courteous, and the fees were very competitive and clearly explained.

Dean has provided excellent service and support, firstly to my husband and his business, and more recently providing me with excellent guidance and advise in transferring my Defined Benefit Pension Scheme to a new fund. The Key Wealth Management team made sure I had all of the information and guidance required to make a very difficult decision a seamless process, They continue to give fantastic support and I would have no hesitation in recommending them to anybody who requires financial advice.

A very supportive service from Richard and his team at Key Wealth Management in terms of giving information and advice to help me make long term financial decisions. As a relatively inexperienced and cautious investor it is important to me that my professional advisors are qualified and experienced and that my individual circumstances are paramount. I recommend Richard and his team based on my positive personal experiences over a number of years.