Financial Focus - Autumn 2019

25 September 2019

The Autumn edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: Simplifying the inheritance tax rules Taking the long view on your investments? Time for a university fees shake-up? Future-proofing your retirement finances To view and download your free copy of Financial Focus, click here. (Read More)

Financial Focus - Summer 2019

19 June 2019

The Summer edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: How much is enough for pension contributions If it looks too good to be true... Pensions and divorce - not just about the split Balancing the school fees equation New headaches for landlords To view and download your free copy of Financial Focus, click here. (Read More)

Keeping financial advice in the family

05 June 2019

For nearly twenty years one Northumberland financial advice company has been entrusted with the money matters of three generations from the same family. Duncan Scott and seven members of his immediate family have all used the services of Explore Wealth Management to handle their finances from investments, pensions, savings and even a property sale. Duncan, aged 56, is a semi-retired business consultant, who has worked in the banking and financial sector for over thirty years. He used to live in Whitley Bay before moving to the Midlands to further his career. But Duncan has always stayed loyal to his North East roots by continuing to holiday in the region and keeping his connection with Explore Wealth Management. “We all have a trusting relationshi... (Read More)

Pension advice lays the foundation for construction industry consultant’s life ahead

09 May 2019

Making pension and retirement plans can be two of the most important decisions people have to make in their lifetime, which is why turning to a professional for expert advice can alleviate that pressure. One person to do just that is 59 year old, health and safety consultant, Kevin Wood of Swarland near Morpeth. Kevin is married to Vivienne. He has a son Darren, a stepdaughter, Sophie and a granddaughter, Martha. Kevin sought financial advice from family-run Explore Wealth Management – who were able to help map out his future plans. Kevin is currently semi-retired and works 3 days a week for a local construction firm. Kevin said: “It has always been my long-term goal to retire at some point in my sixties after enjoying a successful professional caree... (Read More)

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