Member Article

North East finance firm named among UK’s best

Explore Wealth Management, one of the North East’s longest established Independent Financial Advisers, has been ranked among the best in the UK.

The Cramlington-based firm has been named in the UK’s Top 250 Independent Financial Advisers based on reviews on the independent consumer ratings website VouchedFor.co.uk.

The Top 250 VouchedFor website helps people to find the best financial, legal and accounting advice from reputable, independent firms, and features impartial reviews from clients.

The company is one of only three firms in the North of England to feature in the Top 250. Established in 1978, it specialises in providing advice to individuals and businesses throughout Northumberland, Tyne & Wear and Durham.

Stephen Sumner, founder and managing director, said: “We are very proud to receive national recognition for the excellent level of service we provide to our clients.

“Our team firmly believes in providing better financial advice in which people have total confidence in the adviser they are speaking to. They must know their adviser really cares about their needs and has the expertise to assist them in creating and maintaining a plan to achieve their financial goals in life.

“I am very aware that many people find obtaining financial advice a daunting process. This is why we pride ourselves on providing personal, tailor-made solutions and purposely restrict our services to a limited number of clients at any one time to make sure that we are confident in maintaining an outstanding level of service. This ethos is reflected in the excellent customer satisfaction score we’ve been awarded in TheVouchedFor Top 250 and I would like to thank our clients who took the time to share their feedback.”

Stephen has worked in the financial services industry since 1976, working as a senior consultant, then branch manager for a large insurance company. He then went on to work as a financial adviser for a major national building society before investing in the business with his wife Lorraine in 1997.

“Explore Wealth Management is very much a family firm with a holistic approach to financial planning. Our expertise ranges from early career advice to mid-life, pre-retirement and retirement financial planning. Many of our clients have been with us for over 30 years.

“We look after our clients by giving them completely independent and straight forward advice, face-to-face in an honest and friendly way. There is nothing more rewarding to us than helping people make a positive difference to their personal situation,” adds Stephen.

To find out how Explore Wealth Management can help you, contact Stephen and his team on 0191 285 1555 or visit: www.explorewealth.co.uk.

This was posted in Bdaily's Members' News section by Round Table Solutions Ltd .