Northumberland financial advisory company signals growth with new appointment

Tuesday 02 October 2018

Cramlington-based, family-run firm of independent financial advisers, Explore Wealth Management Ltd, is going from strength to strength with the exciting news of a new appointment to its expanding team of consultants.

 

Explore Wealth Management Ltd specialises in retirement planning, pensions advice and investment management. Paul Moat joins the company with a wealth of experience from the banking and independent financial sector. He holds qualifications in Regulated Financial Advice and Long-Term Care, both from the Chartered Insurance Institute (CII).

 

Paul is originally from Chapel Park in Newcastle. He currently lives in Washington, Tyne & Wear with his partner Sarahjane, who works as a community nurse.

 

Paul is a keen climber with his achievements ranging from scaling Ben Nevis to a peak on Mont Blanc in the French Alps. He is also a keen follower of the national jump racing circuit and can be seen most years at the Cheltenham Festival. 

 

After leaving St Cuthbert’s High School at 18 years old he joined a global bank on a management training programme, which is where he cut his teeth and gained a great deal of experience about the financial markets. He later worked for two other national banks before entering the independent financial advice sector over six years ago.

 

“I was really attracted to working for Explore Wealth by their caring approach to looking after the best needs of the client and ensuring everything is done to the best of their ability to achieve the clients’ expectations,” said Paul.

 

He added: “I intend to hit the ground running and look forward in particular to meeting with existing clients and forging new working relationships with retirees and business owners, who are thinking about the retirement journey and who want the best available financial advice for their money, pension and investments."

 

Stephen Sumner, Director of Explore Wealth Management Ltd, said: “The appointment of Paul shows a strong level of intent by Explore Wealth to maintain our reputation as one of the region’s leading financial advice firms. We feel strongly that increasing the amount of experience and expertise within the team will also serve to speed up our already rapid rate of growth.

 

“The appointment of Paul can only bode well for our new and existing clients as we aim to continue to offer the best advice possible to help people plan their financial future with a strong sense of trust and positivity.”

 

For further information about Explore Wealth Management Ltd please visit their website at www.explorewealth.co.uk or call 0191 285 1555.