Our Promise

At Explore Wealth Management, we are dedicated to ensuring our clients’ complete satisfaction with the service they receive.

Our experienced team of professional advisers continuously go above and beyond to ensure that we provide appropriate recommendations based on your own unique financial circumstances.

We are very customer-focused and helping our clients to achieve their financial goals brings us great joy. It’s why we became financial advisers in the first place!

Our approach

We believe in a world of financial advice where people have total confidence in their adviser, where they know that their adviser really cares about their needs and will help them to create and maintain a plan to achieve their financial goals.

At Explore Wealth Management, we understand that finances can be a very personal subject, which is why we really take the time to get to know our clients, so that we can build strong relationships based on trust and mutual understanding.

We also understand that for many people, appointing a financial adviser is a big step, which is why we have tried to keep our planning process as simple as possible.

From your very first meeting with one of our advisers, there are just 7 steps to stress-free financial planning. At every step our advisers will have your financial wellbeing in mind, only making recommendations that work for your money and that are in your best interest.

Because we are entirely independent, we can make recommendations from across the entire financial market place, helping you to explore all of the options available to you to help you make the most of your money.

Our promise

Our initial charge for financial advice

We provide a service guarantee, whereby if you are in any way dissatisfied with the service provided provided to you at the outset we will gladly refund or waive the initial fee charged.

We offer this guarantee based on our confidence in what we do and the level of attention we give to your financial planning needs.

If something happens and it is our fault, our advice is guaranteed and we will take steps to ensure that you are not financially disadvantaged.

To find out more, call us today on 0191 285 1555 or make an online enquiry to arrange a free initial consultation and find out why so many clients are happy for us to look after their financial future.