Explore Wealth Management Limited was formed on 31st May 1978 by Bernard Saxon who was then the Area Manager of Standard Life in Newcastle. Nelson Hall & Johnson, a local firm of Chartered Accountants, were looking to offer a financial planning service for their clients and identified Bernard Saxon as the person they could trust to advise their clients and who had the necessary ability to run the business.
Bernard was persuaded to leave Standard Life and form the business that would become Bernard Saxon Insurance Services Limited.
Initially the offices were based in a small upstairs room at 25 South Burns, Chester-le-Street and provided financial advice to business owners, individual savers and those simply seeking a general financial review.
The Company quickly grew, taking on more and more clients and it quickly became apparent there was a need for more space, which led to the Company relocating to larger offices at 30 Acorn Road in Jesmond.
Following our success and in order to fulfill our aim as being acknowledged as the financial planning practice in the region that provides the best service it was decided in 2009 to change the company name to Explore Wealth Management Limited and to relocate to larger purpose built premises just outside of Cramlington.
From these humble beginnings we are very proud of what we have achieved to date including being voted as one of the Top 250 advisers in the UK by Vouched For.