Independent Financial Advice by Key Wealth Management

Tel
0191 566 1984

Our Services

We have created two core independent financial advice service propositions:

  • Wealth Management– this service not only creates an effective investment strategy at the outset of the relationship, but also aims to ensure through regular ongoing communication and reviews, that the initial strategy remains appropriate to changing circumstances. Under the umbrella of Wealth Management we offer two distinct levels of service to our clients; these are:
    • Key Platinum. This is the most comprehensive of our suite of services. It is specifically designed for clients with complex financial needs and portfolios of wealth to protect and grow through professional portfolio management and expert advice. This service includes regular quarterly reviews of fund performance and asset allocation strategy and annual face to face review meetings. Clients using this service would normally have investable assets in excess of £50,000.
    • Key Premier. This is a high quality service provided to clients who have relatively straight forward financial affairs with assets to protect and grow through professional portfolio management and who wish to ensure their financial planning remains effective. It is expected this service is more suitable for clients who have investible assets of less than £50,000.
  • Transactional Service – intended for those clients who do not need/wish to have regular advice or monitoring of their investments but who do wish to refer to us from time-to-time for advice on specific financial matters. In our experience this service is only suitable for clients who are looking for a one-off transaction(s), with no ongoing review meetings.

Within the two core service propositions, we can provide:

  • a full financial planning review or a review of several areas of need
  • advice restricted to a single area of need
  • stand alone products or investments arranged in response to your specific instructions – known as execution-only dealing
  • ongoing advice, reviews and management of arrangements (not available under the Transactional Service but reviews, additional services or changes to their level of service may be requested at any time)
  • access to employer-sponsored pension schemes via ‘Direct Offer’ information packs, which allow you to make an informed decision

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