Independent Financial Advice by Key Wealth Management

0191 566 1984

Investment Planning

Savings and investments are an important part of wealth management and we have a great deal of experience dealing with a wide variety of investments to make the most of your money, whether you are saving for a special event, university fees, or simply to ensure you have a good income during your retirement.

This can involve as varied or as focused range of products as you wish from stock and shares ISAs or cash ISAs, and investment trusts, to corporate bonds, gilts, and Exchange Traded Funds. We will always ensure that our advice is tailored to your individual attitude to risk in respect of your savings and do our best to ensure that you have peace of mind about your future. If you would also like advice on pensions and retirement planning we can help you with this as well.

You are not certain to make money – you may suffer a loss


TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK