News

See below news articles that we feel may be of interest to you.

North East IFA reports 50% growth in client investment portfolios

09 August 2017

Ten years on from the financial crisis of 2007 which saw significant changes to a number of high-street banks (not least the locally based Northern Rock), a North East independent financial adviser has reported a 50 per cent increase in some of its clients’ investment portfolios. In a recent report, Cramlington-based Explore Wealth Management has discovered that its clients who invested in the market in the immediate aftermath of the crash have seen healthy portfolio growth of up to 50 per cent in the last decade. Caused by a domino effect of banks being reckless with who they loaned money to and a string of irresponsible deals to sell-on and re-finance rapidly accumulating debts, the aftermath of the financial crisis between 2007 and 2008 has been likened ...  (Read More)

Brexit bounce helps Explore Wealth Management clients to cash in

05 July 2017

A North East-based independent financial adviser has seen its clients’ investment portfolios grow by up to 25 per cent in light of the UK’s decision to leave the European Union. One year on from the historic referendum in which the British public voted to leave the EU, Explore Wealth Management, which has its headquarters in Cramlington, Northumberland, has reported that its clients who have speculative investment portfolios have seen them grow by a staggering 25.39 per cent, while clients who invested more cautiously have seen growth of 12.91 per cent. In the immediate aftermath of the EU referendum, which took place on 23 June 2016, there was a fall in the British stock market, which seemed to confirm fears that a vote in favour of Brexit would be bad for...  (Read More)

Financial Focus - Summer 2017

19 June 2017

The Summer edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: The importance of financial reviews The growing ISA family Residence nil band rates and why they are not what they seem Diversifying investments Phased retirement and much more! To view and download your free copy of Financial Focus, click here.   (Read More)

We're hiring!

01 June 2017

We are looking for a Paraplanner to join our busy team in Cramlington, on a permanent basis working in a strong team-focused environment. Specific tasks and attributes include: Preparing suitability letters, reports and recommendations for areas including; investments and pensions. Product and fund research Prepare cash flow models Formulate illustrations and proposals whilst undertaking research to support recommendations Provide technical support to complex client queries Working closely within a team of financial planning consultants and administrators This is an excellent career development opportunity for an experienced paraplanner to join our prestigious firm.  In return for experience and hard work, a competitive salary will be on offer, commensura...  (Read More)