Explore Wealth Management Ltd

Independent Financial Adviser  Explore Wealth Management, Cramlington, Northumberland, NE23 7RZ
First meeting at adviser's own cost
We offer you an initial one hour meeting at our expense and without obligation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Steve Cattle
Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Stephen Sumner ACII
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

About us

We are a family owned firm of Independent Financial Advisers founded in 1978 based just off the A19 Moor Farm roundabout in Cramlington Northumberland.


We see ourselves as specialist advisers to those who are over 55, coming up to retirement,or are already retired, and are seeking financial advice on what to do with their pension pot and other savings assets they own which are worth over £100,000.

For more information about us and how we can help you, as we have others, head to our website at <url hidden>.

Our services

Helping those approaching retirement make great decisions regarding drawing on their pensions.
Our clients say we are very easy to talk to, are trustworthy, very helpful and professional in our dealings.

Where to find us
Head office address: Explore Wealth Management, 7 Berrymoor Court, Northumberland Business Park, Northumberland, Cramlington, NE23 7RZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 3rd August 2020

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