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.
Served areas
- Whitley Bay, Newcastle, Gateshead, North Shields, Washington, Sunderland, Durham, Northumberland
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Services
Services
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Pension "Open Market Option"Annuity and Enhanced Annuity Purchase
Savings and Investments
Pension and Retirement Options Planning
Pension in Divorce
Family Protection
Mortgage Protection
Income Protection
Business Protection
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.
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.
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.
Stage 1 - We meet face to face where you explain your circumstances and we discuss your goals and needs. If you wish to engage with Verity Wealth Management we will confirm our Services and Costs in writing to you and then will only proceed to Stage 2 and beyond with your written agreement. Stage 2 - We undertake a comprehensive gathering of financial information with you which allows us to assess your needs and requirements. Data gathering processes can take time as we contact any plan providers to obtain any information we require.
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