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!

 

Dean  Smith

About Dean

Dean has over 25 years’ experience in financial services and has been an Independent Financial Adviser for 20 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. Dean is very interested in football, and is the Manager and Coach with Durham Corinthians 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 loves a live band and can often be found attending rock music events around the country, Roz also enjoys Jive & Salsa dancing, 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 & Protection Adviser in March 2016   and a qualified Wills Adviser in August 2018.   Away from the office Christina enjoys photography, board gaming/video gaming and watching motorbike racing (being an avid watcher of MotoGP!).”

Chris Blakey

About Chris

Chris joined Key Wealth Management in 2020, as a Financial Adviser. Having graduated in Accountancy & Finance, Chris has worked predominantly in financial markets since 1996, most recently as a Wealth Manager for a London & Cambridge based chartered private wealth firm, working with individuals, families, and business owners.  Prior to this Chris was based in Tokyo, (managing international sales for a London based Fund Manager) and in Moscow (for a Fund Manager).  Chris is an Associate Member of the Chartered Institute for Securities & Investments and holds the CFA Institutes Investment Management Certificate.

Emily  Tate

About Emily

Emily joined Key Wealth Management team in October 2020 as a trainee Financial Administrator and became a permanent member of the Administration Team in January 2021.   Emily provides administrative support and assistance to her colleagues, Directors, and clients.  Away from the office Emily enjoys socialising with family & friends and loves to cook.

Want to know more?

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