Key Wealth Management

Key Wealth Management

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Key Wealth Management are financial advisers based in Sunderland, UK, providing advice nationwide.

Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing lo

01/01/2026
| Positioning portfolios in a protectionist world 22/05/2025

Positioning portfolios in a protectionist world
https://key-wealth.com/2025/05/06/positioning-portfolios-in-a-protectionist-world/
US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful planning and positioning of assets.

| Positioning portfolios in a protectionist world US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once ag...

| Money – In the news 19/05/2025

https://key-wealth.com/2025/05/06/money-in-the-news-9/

| Money – In the news Some 728,000 people who have recently turned 18 have not claimed their Child Trust Fund, figures1 show, with the total value of unclaimed money amounting to £1.4bn. Many eligible young people do not know that their account exists, campaigners say. MPs are urging more action from HMRC to inform pote...

15/05/2025

Spring tips for UK homebuyers
https://key-wealth.com/2025/04/15/spring-tips-for-uk-homebuyers/
Spring typically offers an uptick in listings, with 70% of homes listed in February and March completing quickly .Buyers have benefited from stable mortgage rates and a wider selection of homes to offer on. Early preparation is crucial for making informed and successful decisions in a competitive market .
As spring gets under way, the UK property market is looking refreshed. Rightmove reports the average asking price rose by 1.7% (£5,992) to £366,189 in January 2025, the best start to the year since 2020. This suggests both buyers and sellers are optimistic about the property market this year.

| Investment megatrends for 2025 and beyond 14/05/2025

Investment megatrends for 2025 and beyond
https://key-wealth.com/2025/04/29/investment-megatrends-for-2025-and-beyond/
Investing megatrends are powerful, long-term shifts expected to reshape industries, economies and investment markets on a global scale. These aren’t just passing trends, they’re already changing the way we live and work, influencing how businesses operate and where investors put their money.

| Investment megatrends for 2025 and beyond Investing megatrends are powerful, long-term shifts expected to reshape industries, economies and investment markets on a global scale. These aren’t just passing trends, they’re already changing the way we live and work, influencing how businesses operate and where investors put their money. 

| Your pension and IHT 12/05/2025

Your pension and IHT
https://key-wealth.com/2025/04/23/your-pension-and-iht/
Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT directly to HMRC.

| Your pension and IHT Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT directly to HMRC. 

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Location

Address


3-5 Grange Terrage
Sunderland
SR27DG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm