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We provide Independent Financial Advice and Planning Services

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Verity Wealth Management are Independent Financial Advisors (IFA's) offering independent financial advice to both private individuals and businesses throughout Newcastle upon Tyne, Sunderland, North and South Tyneside, Wearside and County Durham. 

 

Independent

By being independent we can look after all your personal needs; independence provides us

with the opportunity to research the "Whole of Market" on your behalf, ensuring the most suitable products are available to you, and tailored to your specific individual needs.

 

Individual advice

Our advisors fully understand your personal circumstances are unique and in being so, require individual advice and solutions that are tailored to meet your specific needs.

 

Specialist financial planning

At Verity, we provide specialist financial planning to both individuals and businesses, covering many areas of advice.  Our aim at Verity is to guide and support you throughout your life journey, ensuring that your needs are fully protected and met when you get to your intended destination.

 

Free initial consultation - no obligation

You are invited to take an initial consultation without cost, lasting approximately 1 hour; this is completely without charge or obligation.  This initial meeting allows us to gain an understanding of your financial priorities and to help us establish your needs and requirements; to then enable us to direct and focus our resources on your behalf, in order to help put you on the right course in achieving your financial goals!

 

Fee or Commission basis

We are happy to work with you on the basis of Verity being paid a fee by yourself, or a commission from a product provider, or a combination of the two; how we are paid to work on your behalf is down to your individual needs and requirements, whatever suits you best.

 

We look forward to helping you with all your financial planning.

 

Call us on 0191 417 4799 or 0191 252 9318, or contact us by email at: office@veritywm.co.uk



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Services - We advise on the following:

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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

  • Mortgage and Remortgage

  • Lifetime Mortgage and Home Reversion plans



























Your home may be repossessed if you do not keep up repayments on your mortgage.


"Equity release" refers to home reversion plans and lifetime mortgages.   To  understand the features and risks, ask

for a personalised illustration.


For mortgages and equity release we can be paid by commission or a fee, usually £250.







































































Specialist Financial Advice for Women

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Enquire about our Financial Services for Women



 

Verity Wealth Management Newsletter


Spring - Summer 2010 - Newsletter



Latest Financial News

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Verity Wealth Management, Independent Financial Advisors