Planning your dream holiday doesn’t have to break the bank!

02 August 2018

It’s August and the holiday season is in full swing with the sun shining in the sky, bottles of wine chilling in the fridge and burgers simmering away on the BBQ. People are excitedly counting down to their vacations – that’s if they aren’t already basking on a sunbed abroad. We asked Stephen Sumner, Director of Explore Wealth Management based in Cramlington, to give his top ten tips for people planning their summer holidays (there’s actually eleven but we won’t argue amongst friends!). Top Ten Tips: 1). For cheaper holidays book early especially if you work in a small office and want to choose the best and cheapest dates first! 2). Organise your travel insurance cover as soon as possible. There’s nothing worse than having no cover if you have to cancel yo... (Read More)

Financial Focus - Winter 2017

19 December 2017

The Winter edition of our quarterly Financial Focus newsletter is now available to view and download. In this issue, find out more about: The second budget - how to stay ahead of the financial game following Philip Hammond's Autumn Budget Investments on behalf of children Asset allocation Updating your life insurance policies and much more! To view and download your free copy of Financial Focus, click here. (Read More)

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)

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