About Us

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 long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Meet the team!

 
 

Richard Emery

About Richard

Richard has been an Independent Financial Adviser for over 30 years, including 17 years as controlling director of a local IFA practice before joining Key Wealth Management. 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 adult children and in his spare time can usually be found getting his hands dirty restoring classic cars and motorcycles.

Dean  Smith

About Dean

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 investments and is Key Wealth’s pension specialist. Dean is also one of the Founders and Chair of local charity If U Care Share Foundation. He is very interested in football, having also taken up a part-time coach mentoring role with the FA and continues to coach locally with Durham United FC.

Rosalyn Cook

About Rosalyn

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, Financial Advisors 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

About Ian

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 Director/Advisors and clients, to ensure a high level of service. Outside of the office Ian likes to spend time going to the cinema and supporting Sunderland A.F.C.

Jennifer Hughes

About Jennifer

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.

Christina  Emery

About Christina

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!).”

Want to know more?

Call us for a friendly chat on 0191 5661984 or email: info@key-wealth.co.uk