Our associate company, Key Wealth Management, offer a dedicated team of Senior Wealth Managers who work closely with individuals and businesses to provide independent financial advice.
For further information on Investments, Pensions and Annuities, Auto-enrolment and all of the services they can offer to help you achieve your financial goals, please visit their dedicated website at www.key-wealth.com
Within the core service portfolio offered by Key Wealth Management, the team can provide service such as:
- a full financial planning review
- advice for a single area of need
- stand-alone products or investments according to your specific instructions (execution-only dealing)
- ongoing advice, reviews and management of arrangements
- access to employer-sponsored pension schemes via ‘Direct Offer’ information packs
