0191 285 1555
enquiries@explorewealth.co.uk
News
See below news articles that we feel may be of interest to you.
North East IFA future-proofs its business with help from boutique London agency
30 October 2017
A North East independent financial adviser is working with a top London-based business consultancy to help strengthen its services to clients and become a specialist, market-leading provider of advice for those approaching retirement. Cramlington-based Explore Wealth Management is working alongside FP Advance through a dedicated mentorship programme lead by nationally-acclaimed financial services business coach, Brett Davidson. Designed specifically for growing financial services firms, the 36-month programme aims to coach financial advice firms on how to maximise their business potential and become more commercially viable while maintaining their client-focus. Stephen Sumner, managing director at Explore Wealth Management, said: “One of the first questions... (Read More)
We're hiring!
23 October 2017
We are seeking a Paraplanner to join us on a Full Time basis in Cramlington, Northumberland. Salary: circa £30,000 - £45,000 depending on experience and qualifications. The Company: Explore Wealth Management Limited is a well-established forward thinking Independent Financial Advisers located in Cramlington, Northumberland. We were established in 1978 and from these humble beginnings we are very proud of what we have achieved to date including being voted as one of the Top 250 advisers in the UK by VouchedFor. Overview: We are looking for a Paraplanner to join our busy team in Cramlington, on a permanent basis working in a strong team-focused environment. Specific tasks and attributes include: Preparing suitability letters, reports and recommendation... (Read More)