Independent Financial Advice by Key Wealth Management

Tel
0191 566 1984

Our People

Our Senior Wealth Managers have all extensive experience in a range of independent financial advice services including investments, pensions and annuities and auto-enrolment. They have all attained the DipPfs status, which is the most up to date qualification required by the Financial Conduct Authority.

Richard Emery

Richard Emery

Director

Richard has been an Independent Financial Adviser for 30 years, having spent the 17 years as controlling director of a local IFA practice. He has a wealth of experience in helping personal and corporate clients to manage their financial affairs including investment, retirement, and tax planning. Richard is married with 2 children and in his spare time can usually be found getting his hands dirty restoring classic cars and motorcycles.

Dean Smith

Dean Smith

Director

Dean has over 25 years’ experience in financial services, and has been an Independent Financial Adviser for 18 years. He aims to continue to provide a broad service to clients but mainly specialises in pensions and investments. Dean is also the Founder/Chair of one local charity and Treasurer of another. He is very interested in football, having recently taken up a part-time coaching role with the FA and continues to coach youth football.

Rosalyn Cook

Rosalyn Cook

Office Manager

Rosalyn has worked in Financial Services since 2000; As Office Manager Rosalyn ensures the smooth running of the office on a day to day basis with the assistance of the administration team and provides support to the Directors, Wealth Managers and Clients, ensuring a high level of service is always provided.

Outside of the office Roz enjoys Jive & Salsa dancing, Rock Music, walking and spending time with Family & Friends.

Ian Spooner

Ian Spooner

Financial Services Administrator/Paraplanner

Ian joined our team in April 2013, having worked in the financial services industry since 1999 for a national financial planning and wealth management firm. He currently provides support to both the Senior Wealth Managers and clients, to ensure a high level of service. Outside of the office Ian likes to spend time supporting Sunderland F.C.

Jennifer Hughes

Jennifer Hughes

Administrator

Jennifer joined Key Wealth Management in September 2016 as an Apprentice Financial Administrator and became a permanent member of the Administration Team in July 2017.   Jen provides administrative support and assistance to her Colleagues, Directors and Clients.  Away from the office Jen enjoys Driving, Socialising with friends and is a keen football fan.

Alexander Heywood

Alexander Heywood

Junior Administrator

Alex joined our team at Key Wealth Management in March 2017, as an Apprentice Financial Administrator and has recently secured a position with Key Wealth as a Financial Administrator.  Alex provides administrative support and assistance to his Colleagues, Directors and Clients.   Away from the office Alex enjoys going to the Gym, Socialising with friends and is a keen Golfer.

 

 

Christina Emery

Christina Emery

Mortgage Adviser

Christina joined Key Wealth Management in 2014, as an administrative assistant, and became fully qualified as a Mortgage Adviser in March 2016.
Alongside Mortgage advice, Christina also assists clients with General Insurance and Mortgage Protection advice.

Away from the office Christina enjoys photography, board gaming/video gaming and watching motorbike racing (being an avid watcher of MotoGP!).”

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