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30 October 2017A 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)
09 August 2017Ten years on from the financial crisis of 2007 which saw significant changes to a number of high-street banks (not least the locally based Northern Rock), a North East independent financial adviser has reported a 50 per cent increase in some of its clients’ investment portfolios.
In a recent report, Cramlington-based Explore Wealth Management has discovered that its clients who invested in the market in the immediate aftermath of the crash have seen healthy portfolio growth of up to 50 per cent in the last decade.
Caused by a domino effect of banks being reckless with who they loaned money to and a string of irresponsible deals to sell-on and re-finance rapidly accumulating debts, the aftermath of the financial crisis between 2007 and 2008 has been likened ... (Read More)
05 July 2017A North East-based independent financial adviser has seen its clients’ investment portfolios grow by up to 25 per cent in light of the UK’s decision to leave the European Union.
One year on from the historic referendum in which the British public voted to leave the EU, Explore Wealth Management, which has its headquarters in Cramlington, Northumberland, has reported that its clients who have speculative investment portfolios have seen them grow by a staggering 25.39 per cent, while clients who invested more cautiously have seen growth of 12.91 per cent.
In the immediate aftermath of the EU referendum, which took place on 23 June 2016, there was a fall in the British stock market, which seemed to confirm fears that a vote in favour of Brexit would be bad for... (Read More)
10 April 2017One year before his business turns 40, a Northumberland businessman is celebrating a milestone anniversary of his own.
In April, Stephen Sumner, managing director at Cramlington-based financial services firm Explore Wealth Management, is celebrating 20 years at the head of the business.
“They say that time flies when you’re having fun, but the same can honestly be said when you’re building and growing a business,” Stephen said.
Thriving in a market where others are merely surviving, Stephen puts Explore Wealth Management’s success down to its unique, customer-focused approach to business and the firm’s ability to adapt to change.
“I have seen lots of changes during the course of my career, both inside the business and in the wider financial advice ... (Read More)