Explore Wealth Management Ltd

Life Assurance Services in Cramlington

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7 Berrymoor Court
Northumberland Business Park
Cramlington
Northumberland
NE23 7RZ

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Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed


Key Services

Annuity Advisers, auto enrolment, equity release



About

  • Lifestyle Cash Flow Service

Our Services

About Explore Wealth Management:

Explore Wealth Management Ltd are a firm of independent Financial Advisers based in Cramlington, Northumberland who, since 1978, have been providing financial planning solutions for our many and varied clients. We are directly authorised by the Financial Conduct Authority.

As we are not part of or controlled by a larger organisation we can therefore offer totally unbiased recommendations from the whole of the market place.

We are very proud of who we are and see ourselves as a truly visionary company which strives to provide an exceptionally high level of service. Our team consists of two experienced Financial Planners who have achieved industry recognised financial planning qualifications and are backed up by a dedicated and professional team of support staff.

Why are we Financial Advisers?

We recognise that life is not a dress rehearsal.

Our satisfaction comes from seeing how through sensible financial planning we improve the quality of our client's lives and their financial well being.

Who would want to give that up?

What do we stand for?

Many financial organisations whilst being well meaning are geared up to persuade you to buy financial products.

We are better than that we believe in thinking differently as we don't believe financial planning is simply about persuading you to buy a financial product.

We stand for creating a pleasant financial planning experience where we provide a highly ethical service and make a difference to people's lives.

We also strive to unravel the complicated data and jargon you receive into a language you can clearly understand.

Ongoing Review Services

For most customers if we are to help you to achieve your financial goals then ongoing financial reviews are a necessity. Our experience tells us that different customers have differing ongoing service requirements and with this in mind we offer a number of service options for you to consider. Your Adviser will help you choose one that best suits your requirements.

'Ad Hoc Services'

Customers can request 'ad hoc' services at any time, details of which will be agreed with you in writing before we commence any work on your behalf.

Have a clear view over your cash flow

Our Lifetime cash flow planning service helps you visualise your current wealth. It works by showing how certain goals and life events or decisions may affect their wealth over time. It's an opportunity for you to take an honest look at your current wealth, and think about your objectives and what you would like to achieve.

Allows you to:
forecast your income, expenditure, assets and liabilities throughout your lifetime;
pictorially show what you may be able to achieve in any given timeframe;
consider financial decisions collaboratively with us and hopefully build a long-term relationship through shared financial understanding.

Cash flow plans allow you to coordinate the flow of premiums with your own cash flow. This allows the insured to keep his or her funds for as long as possible and thus earn a greater amount of interest on them.
Cash flow plans can apply to all forms of payments and not just insurance. Any consumer can benefit from keeping cash reserves on hand to earn interest instead of paying them out as soon as possible. The larger the amount of the payment, the more critical this issue becomes, as a proportionately larger amount of potential interest is at stake.

Trading Since

1978

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Products and Services

We offer these services

  • Wheelchair access
  • website
  • twitter

We offer these payment methods

  • Cheque