Meet the Staff

The Staff of Explore Wealth Management

 

Stephen Sumner

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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


Paula Jackson

Paula Jackson

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


 Steve Cann

Steve Cann

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


 Lorraine Sumner

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


Steve Cattle

Steve Cattle

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


Cheryl Baxter

I have worked for Independent Financial Cheryl BaxterAdviser’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