Coach boost for financial adviser

An independent financial adviser in Northumberland has linked-up with a top London-based business consultancy to help strengthen its services to clients.

Sunday, 19th November 2017, 7:30 am
Updated Tuesday, 12th December 2017, 9:04 am
Stephen Sumner, managing director at independent financial adviser Explore Wealth Management.

Cramlington-based Explore Wealth Management is working alongside FP Advance through a mentorship programme, led by nationally-acclaimed financial services business coach Brett Davidson.

Designed specifically for growing financial services firms, the 36-month programme aims to help these businesses maximise their business potential and become more commercially viable, while maintaining their client-focus.

As part of its growth, Explore Wealth Management is looking to become a specialist, market-leading provider of advice for those approaching retirement.

Managing director Stephen Sumner said: “Making changes to how we advise our clients and concentrating on providing specialist services to the over 55s market has led to substantial growth within our company in recent years.

“We have rebranded, moved premises, improved our services beyond recognition, increased the number of clients we look after and moved away from commission to a fee-based structure

“These decisions have been taken with the well-being of our clients and the longevity of the business in mind.

“Next year will see Explore Wealth Management celebrate its 40th anniversary and by working with FP Advance, we are actively preparing for the next 40 years in business.”