See below news articles that we feel may be of interest to you.
05 July 2017A 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)
19 June 2017The 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
and much more!
To view and download your free copy of Financial Focus, click here.
01 June 2017We 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)
10 April 2017One year before his business turns 40, a Northumberland businessman is celebrating a milestone anniversary of his own.
In April, Stephen Sumner, managing director at Cramlington-based financial services firm Explore Wealth Management, is celebrating 20 years at the head of the business.
“They say that time flies when you’re having fun, but the same can honestly be said when you’re building and growing a business,” Stephen said.
Thriving in a market where others are merely surviving, Stephen puts Explore Wealth Management’s success down to its unique, customer-focused approach to business and the firm’s ability to adapt to change.
“I have seen lots of changes during the course of my career, both inside the business and in the wider financial advice ... (Read More)