At Explore Wealth Management, our highly-experienced team of advisers understand the difficult decisions you face when planning for retirement.
We proudly see ourselves as the North East's leading financial advice firm for current or former business owners, professionals and senior managers who are either approaching or already in retirement.
Contact us today to find out how we can help you make your money work for life.
The decision to retire is not one which should be taken lightly, which is why our team of experts are on hand to provide all of the support and advice you need.
We’re dedicated to helping you get the most out of your hard-earned pensions, savings and investments as you approach retirement.
Talk to us today to see how we could help you plan ahead for the future.
Explore Wealth Management has been providing straight-talking, professional financial advice since 1978.
We’re good at what we do, and we say this with confidence having being voted one of the top 250 financial advisers in the UK by VouchedFor.
Specialists in retirement planning, call us today to book your free, no obligation consultation and find out how we could help you plan for the future.
Retirement is a key milestone in your life and often involves making some big financial decisions.
As specialists in this area, we really understand the challenges you face in deciding your financial plans both at and during your retirement, which is why we developed our 7 step advice service.
In just 7 steps, we will help you clarify your financial goals and help you plan for the future. Call us today to find out more.
We meet at our offices for a complimentary initial meeting to see if we're right for you and to confirm our charges.
We gather information as to your financial circumstances and your future plans.
We carry out research then prepare a report outlining our recommendations.
We hold a second meeting to present our findings and recommendations.
After you have had time to consider our recommendations, we hold a third meeting to implement the recommendations.
We put in place a system to meet up annually to review the recommendations so that you remain on track for a financially worry-free retirement.
You enjoy peace of mind in the knowledge you are in safe hands.