News

See below news articles that we feel may be of interest to you.

Cashflow forecasting tool provides peace of mind for retirees

27 March 2017

A North East financial services firm has adopted an innovative approach to advising clients on their post-retirement plans.   Explore Wealth Management, which is based in Cramlington, Northumberland has invested a in a digital cashflow forecasting tool, which uses an easy-to-interpret, ‘traffic light’ colour coding system to provide a visual means of demonstrating financial security to its client base.   Managing director at Explore Wealth Management, Stephen Sumner said:   “For many people, the prospect of retirement can be really daunting and can raise a lot of concerns about future financial security.   “A lot of clients have come to me over the years, looking for advice about retirement, and nine times out of ten the first question they ask me is: ‘Will...  (Read More)

Financial Focus - Spring 2017

21 February 2017

The Spring edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: Estate planning with your pension Buy-to-let: a taxing issue Curtains for the Autumn Statement Your shrinking pension allowances and much more! To view and download your free copy of Financial Focus, click here.   (Read More)

Local financial adviser helps clients cash in on their marriage vows

14 February 2017

Are you struggling to find the perfect gift for your better half this Valentine’s Day? This year, instead of splashing the cash on a dozen red roses or expensive chocolates, why not give your loved one the gift of a reduced tax bill?   A Cramlington-based financial advice firm is encouraging its clients to realise the full worth of their marriage vows and take advantage of HMRC’s marriage allowance.   Managing director at Explore Wealth Management, Stephen Sumner, explained:   “Whenever I meet with a new client, one of the first things I check for them is that the correct level of income tax is being deducted from their monthly income. More often than not I find that married couples are not claiming the marriage allowance.   “The marriage allowance is a lit...  (Read More)

Explore Wealth Management in The Journal

01 November 2016

You may have noticed that Explore Wealth Management featured in the Wealth & Investment Management supplement in The Journal on the 21st of October 2016. The article talks about the type of services we provide for clients here at Explore Wealth Management Ltd and also our ranking in the Top 250 IFA's in the UK as voted by clients via the 'Vouched For' website. If you missed the article click on the below to open up a copy of this.                      /media/1876/journal-21st-october.pdf   (Read More)