Testimonials

James, I'm just emailing you to thank you for the advice and service you provided during our recent new property purchase.

Your service was extremely efficient and took the stress out of a very hectic process. Communication was very quick and queries dealt with well. The process was handled well throughout and you were very helpful.

Joanne Lee - School Teacher, Cullercoats


James, thank you for all the help and the more than excellent service you provided us recently in completing our re-mortgage.

We would both be very happy to recommend you to our family and friends at any time in the future.

John and Sonia Bradley - Wallsend


Excellent sound financial advice is available at all times and enacted promptly when instructions are given unlike other financial advisors I have been associated with whose own interests seem better served than those of the clients.  It is vitally important too that any instructions are enacted speedily as the market is always time sensitive and any undue delay can carry significant consequences.

Stephanie is very easy to talk to (however daft your questions may be) and is readily available for advice, easily contactable and always responds promptly.  I am sure she has many larger clients than me but I always feel that she has plenty of time for me and always acts in my best interests.  Whilst she offers the best professional advice in my sometimes changing circumstances, I am always confident that the information provided enables me to make an informed decision and that I always remain in control.

William Mack - Train Driver, Flint Hill


Stephanie Pickering is very professional, whilst also explaining in clear detail the products /polices that were of interest to me.  Stephanie was honest and straight talking, with a wealth of knowledge and experience. She never pushed her policies, and gave lots of well thought out advice.

I would highly recommend Stephanie to anybody needing financial advice.

Claire Todd - Podiatrist, Cornwall


I feel Stephanie's advice is worth it. She answers my questions and explains options clearly, and makes me feel confident that I am taking and have taken good decisions. Often her advice pays for itself within months - her choice of an annuity, for instance, made a decent difference to the amount I was paid annually, but was also linked to a dependent, with no loss of payment. I find it helpful to draw on Stephanie's expertise, as I really don't think the current financial context is very easy to negotiate, and what I used to feel well able to do by reading up on products myself I no longer feel are as obvious or straightforward - and this is why I continue to find her service useful and valuable.

Rosamund Place - Freelancer, Newcastle upon Tyne


My adviser is very clear and precise about all the information she gives me, therefore making it easy for me to understand the technical jargon!

I feel that the information I receive is very beneficial to myself.

Nicola Hearn - Company Accountant, South Shields


Sound advice which helped deliver a very acceptable pension going forward, clear, friendly and objective in all respects.  We are very happy with the service we received and would strongly recommend Stephanie to anyone needing this type of advice.

Happy with all aspects of her approach, keep doing the same!

Dave & Sue Ettie - Sales Executive/Retired Office Administrator, Washington



I think we all understand that as we approach retirement, you start to think of how or who is going to help advise and guide you through the process. I did contact Pension Wise and they advised me to seek an independent financial adviser which, again in itself is a daunting task. However I could not have asked for a better person than Jim at Verity Wealth Management, to help guide me through everything. He gave me excellent advise and dealt with all the paperwork as I was fortunate to have accumulated a number company pensions throughout my working career. I can totally recommend Jim to give you clear and non-confusing advise.

Stuart Hopkins - Company Director, Washington.






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Stephanie Pickering

Chartered Financial Planner

Meet Stephanie

James Watkin

Independent Financial Adviser

Meet James

CALL US: 0191 516 6353

or 0191 252 9318

Advice with Integrity