3 Best Financial Services in Sunderland, UK

I contacted Stephen for some advice regarding my pension, not only did he tell me exactly what I needed to know, but as it was simple to someone with his knowledge and experience and only took a short phone call, he didn't charge me for the advice. Others had quoted me a lot for what would've been the same advice. Would definitely recommend and will use in future for other financial matters.

Stephen is a pleasure to deal with. He is relaxed but clear and professional, as are his staff. My wife and I have been delighted with the performance of our SJP investments over the last eight years despite the turbulent global situation. We've never had such high growth with previous providers. Thoroughly recommended.

My wife and I have invested with Steve for over ten years now .He is a friendly knowledgeable lad who has kept regular contact with us . Despite investing during some volatile periods,i.e COVID, Ukraine and Brexit , we have been more than happy with the returns . Steve is well worth the five star review. we would recommend him to anyone wanting to invest.

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.

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.