The Staff of Explore Wealth Management
I have been in the Financial Services industry since 1976. For several years I was a Senior Consultant, then Branch Manager, at a large Insurance Company and following that I worked as a Financial Adviser for a national Building Society.
I am married with 2 teenage children and enjoy football, golf, cycling, sailing, foreign travel, eating out, cinema and I like to keep up with current affairs.
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You can find Stephen at Stephen@explorewealth.co.uk
Since leaving college over 20 years ago I have worked for three leading Insurance Companies and another IFA. In 2006 I came to work at Explore Wealth Management as a Para-planner where I have developed a close understanding of many aspects of financial advice. I am dedicated to providing a friendly and personal service to our clients.
I hold the Financial Planning Certificate and am currently working towards my Diploma qualification.
I am married with a young son and outside of work I have a variety of interests including reading, being outdoors, biking with my son and dining out, to name but a few.
You can find Paula at Paula@explorewealth.co.uk
Having started off my working life as a school teacher, I have been in the Financial Services industry since 1986. I worked as an employee for several large Insurance Companies before becoming a Financial Adviser over 20 years ago. I was a Director and shareholder of another firm prior to joining Explore Wealth Management at the beginning of 2013.
I am married and have 2 grown up children. I enjoy tennis, walking and escaping to our property in Southern Spain for some sunshine.
I really enjoy meeting and getting to know new clients and helping them manage their finances over the years ahead.
You can find Steve at Cann@explorewealth.co.uk
I started my working life in 1983 in the household insurance department at a large Insurance Company in Newcastle, where I also met Stephen. After leaving I worked for several General Insurance Brokers before coming to work at Explore Wealth Management in 2005. Initially I dealt with mortgage administration, but now I also deal with general administration and accounts. I have recently been appointed as a Director of the Company.
Stephen and I have been married since 1988 and we have 2 teenage children. I spend most of my free time reading crime fiction and I also enjoy decorating and foreign travel.
You can find Lorraine at Lorraine@explorewealth.co.uk
After leaving University I have worked in some of the largest IFA networks in the UK since 2001, during which time I gathered valuable knowledge and experience dealing with many different types of clients and their financial requirements.
I joined Explore Wealth Management in 2013 as the Office Manager and I have recently passed my Diploma in Financial Planning.
I am married and our pace of life increased dramatically in 2014 with the arrival of our twins. In my rare occasions of having spare time I enjoy golf, football and watching Rugby Union.
You can find Steve at Manager@explorewealth.co.uk
I have worked for Independent Financial Adviser’s since 1996 in both administrative and client-facing roles. I came to work at Explore Wealth Management in 2012 as a Para-planner and am involved in providing our clients with reviews of their financial planning, including cash flow planning analysis.
I hold the Financial Planning Certificate and I am looking to develop my qualifications even more.
Outside of work I enjoy reading historical fiction and spending time with my two small dogs, Cozmo and Poppy.
You can find Cheryl at Cheryl@explorewealth.co.uk