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)

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)

Football club nets new deal with Explore Wealth Management

19 September 2016

Explore Wealth Management, one of the North East’s longest established independent financial advisers, has teamed up with a local football club to help them relocate to new and better facilities. With the help of sponsorship from the Cramlington-based firm, Cramlington Town FC has expanded to a new site at East Hartford, in addition to its original location at Cramlington Sporting Club. The new playing fields include one full size pitch, one nine-a-side pitch and two mini-soccer pitches. Stephen Sumner, managing director of Explore Wealth Management said: “It is a pleasure to support Cramlington Town FC and see the facilities improve. The club is an important part of the community and the new pitches at East Hartford will enable more children and adults to ...  (Read More)
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How to spot a pension scam

08 June 2016

Pension scams are sadly on the rise as new pension flexibility rules have attracted fraudsters who tend to target those in their 60’s with pension pots in excess of £10,000.   If you have any concerns about pensions cams contact us or click on the link below for guidance as to how to spot a pension scam.     https://www.moneyadviceservice.org.uk/en/articles/how-to-spot-a-pension-scam      (Read More)