I have been in the Financial Services industry since 1976. For several years I was a Senior Consultant, then Branch Manager, at a large Insurance Company and following that I worked as a Financial Adviser for a national Building Society.
I am married with 2 children and enjoy football, golf, cycling, sailing, foreign travel, eating out, cinema and I like to keep up with current affairs.
You can find Stephen at firstname.lastname@example.org.
After leaving University in 2001, I starting working in the financial services sector, working for some of the largest IFA networks in the UK. During this time, I have gathered valuable knowledge and experience dealing with many different types of clients and their financial requirements.
I am a Senior Financial Adviser and have been with Explore Wealth Management since 2013.
I am married and our pace of life increased dramatically in 2014 with the arrival of our twins. In my rare occasions of having spare time I enjoy golf, football and watching Rugby Union.
You can find Steve at email@example.com.
Since leaving further education over 25 years ago I have worked for three leading Insurance Companies as well as a number of Independent Financial Adviser firms.
In 2006 I came to work at Explore Wealth Management as a Para-planner where I have developed a close understanding of many aspects of financial advice. In my role as Client Services Manager, I am dedicated to providing a friendly, personal, first class service to our clients.
I am married with a teenage son and outside of work I have a variety of interests, my favourites being dining out and going to the cinema. Also you will always find me with a good book in my hand!
You can contact Paula at firstname.lastname@example.org.
I have worked in the financial services sector since 1988 and have a wealth of experience in delivering client services. My career includes stints at a number of major firms as well as other local financial advisory firms before joining Explore Wealth Management in March 2017.
In my role as Senior Administrator at Explore Wealth Management, I enjoy liaising closely with our team of advisers and my focus is on providing a great service to our clients.
I am married with one daughter who keeps me busy in my spare time with her football activities. I also enjoy shopping for a bargain, travelling and music, including attending live shows.
You can find Lorraine at email@example.com.
I have worked in financial services for many years, having held various positions at a number of different companies, including large multi-national providers.
As a Paraplanner at Explore Wealth Management, I work closely with the advisers to provide clients with the best possible advice, backed up by a first class support service.
In my spare time, I enjoy walking, football and DIY. I am also a Scout Leader in Whitley Bay.
You can contact Andrew at firstname.lastname@example.org.
I started my working life in 1983 in the household insurance department at a large Insurance Company in Newcastle, where I also met Stephen. After leaving I worked for several General Insurance Brokers before coming to work at Explore Wealth Management in 2005. Initially I dealt with mortgage administration, but now I also deal with general administration and accounts.
Stephen and I have been married since 1988 and we have 2 children. I spend most of my free time reading crime fiction and I also enjoy decorating and foreign travel.
You can find Lorraine at email@example.com.
I have been employed in Financial Services since 2006. I started out gaining several years’ experience advising on savings and investments with a major high street bank. Since then I have also worked providing compliance support for financial advisers and, in recent years, returning to advisory roles that focus on retirement planning.
I have undergone the additional technical exams and required experience to qualify as a Chartered Financial Planner.
Outside of work, as a bit of a ‘travel nerd’, my partner and I have enjoyed adventure and sightseeing nearly 70 countries worldwide. I also enjoying hiking.
You can find Barry at firstname.lastname@example.org