Verity Wealth Management is an Independent Financial Advisory practise set up by Stephanie Pickering and James Watkin, two very experienced, highly qualified advisers with over 45 years industry experience. Our aim at Verity Wealth Management is to provide all clients with truly impartial independent financial advice, both on a personal and corporate level. Our advisers fully understand your personal circumstances are unique and in being so, require advice and solutions tailored to meet your specific needs. We pride ourselves on our professionalism and attention to detail.
- Whitley Bay, Newcastle, Gateshead, North Shields, Washington, Sunderland, Durham, Northumberland
|Address||20 Chollerford Avenue|
|Phone Number||0191 516 6353|
Products & Services
Pension "Open Market Option"
Annuity and Enhanced Annuity Purchase
Savings and Investments
Pension and Retirement Options Planning
Pension in Divorce
Verity Wealth Management LLP are Independent Financial Advisors (IFA's) offering independent financial advice to both private individuals and businesses throughout the North East. The Practise was set up by Stephanie Pickering & James Watkin, two very experienced, highly qualified advisers with over 50 years industry experience between them.
From Our Website
Here at Verity Wealth Management we aim to take away many of life's uncertainties and offer a no cost initial consultation to establish how we can potentially work together in relation to your needs and aims. Once we've agreed to work together we help you put in place a plan to achieve your goals; utilising one of our services relating to Financial Planning, Investment Management or Retirement Planning or all three. Helping you make sound financial decisions using our wealth of financial experience to put the necessary actions in place to improve your financial outlook is what we love doing for all clients we work with.
Verity Wealth Management LLP are Independent Financial Advisors (IFA's) and were established in 2009. We provide independent financial advice to both private individuals and small businesses throughout the North East. Verity Wealth Management is totally independent, and therefore acts in your best interest. We pride ourselves on our professionalism and attention to detail, providing well researched, unbiased independent advice, specifically tailored towards each client's individual requirement, not only advising on the most suitable product but also the most competitive product provider tailored to your specific needs.
Stephanie is an experienced Chartered Financial Planner and has worked in Financial Services since 1987. During 2019, she became a Fellow of the Personal Finance Society. Stephanie established Verity Wealth Management in 2009, in order to work with clients on a more personal basis, specialising in Retirement Planning, Investments and Advice for Women (including Pensions and Divorce). Married to Paul & the mother of two boys, Stephanie has a love of handbags, travelling, cooking and watching sport, especially live events.
Stephanie Pickering was awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII) in 2007. Chartered Status is the profession's gold standard for financial planners and every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. In addition to completing the qualification, it also involves a commitment to continuing professional development and adherence to strict Professional Code of Ethics. You can view the Code at www.cii.co.uk/code.
We understand that having worked hard to accumulate your savings you want someone to look after them in a way that meets your needs and requirements. In order to do this, we will need to establish your goals, attitude to investment risk and capacity for loss in order to design a portfolio to meet your overall objectives. Whilst we cannot guarantee that a portfolio will not fall in value, we work hard on your behalf to ensure any investment strategy we recommend matches your goals and by carrying out regular reviews we monitor your investments to ensure they continue to meet your needs, objectives and circumstances.
We work with individuals to advise the most suitable way of funding their retirement income needs, considering all of the options available, to enable you to maximise both Capital and Income, explaining the most complex retirement options in easy to understand language to ensure you are comfortable with the solutions put forward. In addition to this, we also look at other investments such as ISA's, Investment Bonds and possibly Cash held in savings accounts, to ensure the solution offered is fully Tax Efficient and appropriate to your individual needs.