Keeping financial advice in the family

Wednesday 05 June 2019

For nearly twenty years one Northumberland financial advice company has been entrusted with the money matters of three generations from the same family.


Duncan Scott and seven members of his immediate family have all used the services of Explore Wealth Management to handle their finances from investments, pensions, savings and even a property sale.  


Duncan, aged 56, is a semi-retired business consultant, who has worked in the banking and financial sector for over thirty years. He used to live in Whitley Bay before moving to the Midlands to further his career.


But Duncan has always stayed loyal to his North East roots by continuing to holiday in the region and keeping his connection with Explore Wealth Management.


“We all have a trusting relationship with Explore Wealth. Their honest and caring approach to giving advice and guidance is always wonderfully refreshing,” said Duncan.


Duncan is married to wife Rebecca. They have two children Sam, aged 18 and Hannah aged 16. Rebecca is a rehabilitation officer for people with blindness and visual impairment.  They also have a Labrador retriever called Megan, who is a retired guide dog.


Duncan adds: “Knowing that your financial affairs are in safe hands really takes the pressure off especially at this stage in our lives, when making the wrong decisions could have detrimental effects deep into your retirement years.


“Explore Wealth keep us regularly informed about the progress of our investments, every step of the way.”


The Scott family try to visit the region at least three times a year as they hire a holiday home in Beadnell on the Northumberland coastline.  Where they love to take long walks and enjoy the beautiful scenery.


Explore Wealth have managed a wide selection of packages for Duncan and his family including savings advice for their two children, through to investment guidance for his sister, who works as a GP and brother-in-law, who runs his own business.  Explore even helped with the sale of Duncan’s parents’ home.