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 am very proud of my Society of Later Life Advisers (SOLLA) accreditation. I 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 worked in Financial Services since 2015 and joined Explore Wealth Management Ltd in 2019. Previously, I’ve worked in Sales Management and studied Business Administration.
As a Paraplanner at Explore wealth Management Ltd, I work together with the advisers and wider team to provide quality advice and excellent customer service.
I’m originally from Toronto, Canada and moved to the UK in 2015. I’m married with two young children who keep my home life busy! I enjoy music, football and shopping.
You can find André at firstname.lastname@example.org.