News

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

North East IFA future-proofs its business with help from boutique London agency

30 October 2017

A North East independent financial adviser is working with a top London-based business consultancy to help strengthen its services to clients and become a specialist, market-leading provider of advice for those approaching retirement. Cramlington-based Explore Wealth Management is working alongside FP Advance through a dedicated mentorship programme lead by nationally-acclaimed financial services business coach, Brett Davidson. Designed specifically for growing financial services firms, the 36-month programme aims to coach financial advice firms on how to maximise their business potential and become more commercially viable while maintaining their client-focus. Stephen Sumner, managing director at Explore Wealth Management, said: “One of the first questions...  (Read More)

We're hiring!

23 October 2017

We are seeking a Paraplanner to join us on a Full Time basis in Cramlington, Northumberland. Salary: circa £30,000 - £45,000 depending on experience and qualifications.   The Company: Explore Wealth Management Limited is a well-established forward thinking Independent Financial Advisers located in Cramlington, Northumberland. We were established in 1978 and 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 VouchedFor.   Overview: 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 recommendation...  (Read More)

Financial Focus - Autumn 2017

19 October 2017

The Autumn edition of our quarterly Financial Focus newsletter is now available to view and download. In this issue, find out more about: Personal lending Inheritance tax receipts ISA allowances Funding a degree in debt and much more! To view and download your free copy of Financial Focus, click here.   (Read More)

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)