We help private clients, families and business owners make confident, considered decisions about their finances: with independent advice and a relationship built to last.


Cross Keys Wealth
Life's big financial decisions are easier with someone in your corner. Independent financial advice for individuals, families and business owners, for the long term.
What we do
Investment planning
Built around your goals. Matched to your risk. Tax-efficient by design.
Retirement planning
Set your goals. Build a plan that evolves with you. Decide with confidence.
Estate planning
Plan early. Shape your legacy. Leave more to the people you love.
Life cover and financial protection
Life is unpredictable. Your plans needn't be. Protect who matters most.
Who we work with
Good advice shouldn't be reserved for the few. Wherever you're starting from, we're here to make a difference.

Wealth builders
Your career and earnings are growing, and you want your savings to keep pace.

Business owners
Your business is a big part of your future wealth, and you want to see how drawing profits, pension contributions and an eventual sale or exit fit into your retirement plans.

Future retirees
You're a few years from stopping work and want to know when you can afford to, and how best to turn your pensions and savings into an income.

Retirees
You've stopped working and want confidence that your money will last.

Founded on friendship. Built for generations.
We know wealth is about more than money: it's about the people, values and life behind it. We focus on building lifelong relationships, supporting you at every stage and across generations.

Good advice starts with listening
Our first meeting is about fit. We'll look at your goals and be clear about whether and how we can help. If we can, we'll explain the next steps.


