Here’s just a few of the testimonials of some of our happy clients. If you’d like to find out how we could help you please call us to arrange an appointment.
"Being newcomers to the use of financial services Steve quickly put us at our ease. He explained all of our options in a thorough and digestible format so that we felt comfortable making informed decisions. Steve\'s use of up to date technology meant that we were able to view our predicted financial future in a clear and concise way.
Steve is patient when explaining all aspects of financial planning. He is readily available for advice and provides regular updates.
We have every confidence in Steve and his company and would not hesitate to recommend his services.
Julie, Tyne and Wear
"Stephen makes you feel at ease immediately his understanding of pensions and finance is vast but with the ability to explain it in easy to understand terminology but at the end of the day you want to make sure your money is invested safely and securely Stephen will help you make the right decision without any hard sell because he is working with you I would recommend him as I have to many of my friends and colleges."
Alan, Tyne and Wear
"Stephen's advice was tailored to what we needed and he had taken account of all our requirements. Financial matters can often be very confusing to those of us who do not deal with finance like this on a day to day basis, all aspects of the advice given was explained in great detail ensuring we had understood even if this meant explaining things more than once. All the staff were helpful and professional I would definitely recommend Stephen."
"I have dealt with Stephen for a number of years now and have had the benefit of seeing the results from the advice he gave the previous year, many times! As others have said in depth, easy to talk to, well explained etc. I have (and look forward to) an annual review where we discuss the previous year’s financial performance and then the predicted years financial performance and to date have never been disappointed with his work. He has played a big part in my decision making process, always consulting him before I make any financial choices. Let’s not forget his team, without them he would be nothing. Excellent company to deal with, I unreservedly recommend Explore Wealth."
"I have dealt with Stephen and Explore Wealth for many years now. Not being very sure when it comes to "what to do with money", I have always had every confidence in advice freely and patiently given to me by Stephen. Nothing is free in this world and as far as I am concerned I have had great value for money."
Heather, Tyne and Wear
"Stephen has been my financial adviser for many years, I find him approachable, professional yet discreet. He is proactive at proffering ideas and solutions yet has the sense to then leave it with me to make a decision. I know where he is and can trust in his advice and recommendations."
"I've know Stephen for many years , he has always put the client first , listens to their requests and gives sound sensible advice , my circumstances changed this year and without Stephen to advise me I would have had major problems . On his advice we’ve invested my funds and my standards of living have not changed."
"For many years you have given us investment advice and we are very pleased with the advice that we have received. Our investments have consistently grown very healthily and we are particularly pleased with the saving in tax. We have found your services to be first class and are more than happy to continue to use your services and recommend you to others. "
Mr & Mrs M, Blyth
"As a caring employer we understand the importance of having in place a pension scheme for our staff. We arranged this through you and have always been more than happy with the service and advice provided. We would have no hesitation in recommending you to others. "
CISV International Ltd, Newcastle
"Following reaching age 65 I was due to take my pension benefits. You were able to obtain for me a 10% increase in my pension income and with a much stronger Insurance Company. I found dealing with you to be a very pleasant experience and would have no hesitation in recommending your services to others. "
Mr J. C., Gosforth
"I lost faith in saving for retirement due to the fact that I was finding that the pension funds I had been originally recommended were not performing particularly well. You were able to analyse my existing pension arrangements and were able to put together a report outlining a simple strategy, whereby the performance of my pension funds can be monitored and any changes can be made. I now feel more comfortable about my pension savings and can look forward to my financial future with more confidence. I found that the information provided was easy to understand and would have no hesitation in recommending you to others. "
Mr D. A., Burnopfield