News

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

Two decades in the Sumner sun at Explore Wealth Management

10 April 2017

One 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)

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)