The information contained in this website is targeted at UK consumers and businesses. Verity Wealth Management LLP is an Appointed Representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Verity Wealth Management LLP is entered on the FSA register (www.fsa.gov.uk) under reference 494570.
Verity Wealth Management LLP. Registered office and Postal address: 8 Dalamere Close, High Generals Wood, Washington, Tyne and Wear. NE38 9DH
Tel: 0191 417 4799 or 0191 252 9318. Email: office@veritywm.co.uk. Registered in England Number: OC342327
Here are 7 reasons:
Why Verity?
Verity Wealth Management LLP Independent Financial Advisors are two very experienced, highly qualified and knowledgeable advisors, with over 50 years industry experience.
Verity Wealth Management LLP, Stephanie Pickering and James Watkin are registered with the Financial Services Authority to provide independent financial advice from the "Whole Of Market" and are an appointed representative of Sesame Ltd who are the biggest provider of support services to IFAs in the UK.
Stephanie Pickering is a Chartered Financial Planner. This qualification is currently held by just over 1500 people in the UK. (Source: The Chartered Insurance Institute)
Chartered status is an exclusive title only awarded to individuals who meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings. (Source: The Chartered Insurance Institute website: www.cii.co.uk)
Stephanie has continued to build a good reputation for her work with Pensions in Divorce, where many people who finalise their divorces in the UK usually with the help of a solicitor or barrister are often left to fend for themselves with regards to where and how their pension sharing orders should be invested.
Verity Wealth Management believes every one should have access to proper Independent Financial Advice especially, where families are concerned, and we work on behalf of our clients to ensure they receive the best and most cost effective deals currently available on the market from the Life Companies, Pension and Mortgage Providers for their financial requirements.
Anyone thinking of taking their pension or annuity from their existing provider should look first to see if they can improve their pension or annuity payment by using the "Open Market Option" provision especially, where someone has had health problems, or taken medication in the past.
Verity Wealth Management LLP has access to dynamic daily research, up to day product information for Life Products, Pension, Investment and Mortgages, and have access to many provider specific online systems which ensure exacting and proper research is carried out on behalf of their clients before any recommendation is made.
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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.
Our Values
Proactive
Caring
Approachable and Friendly
Professional
Fairness
Client focused
Transparent, Honest and Truthful
Where we work
Stephanie and James cover North and South Tyneside, Wearside and Durham and are happy to meet you at your home, office or place of work as you prefer.
We provide advice on the following:
- Savings and Investments
- Pension and Retirement Options Planning
- Pension in Divorce
- Open Market Options
- Enhanced Annuities
- Family Protection
- Mortgage Protection
- Income Protection
- Business Protection
- Mortgage and Remortgage
- Lifetime mortgage or home reversion plans
Useful links
Neither Verity Wealth Management LLP nor Sesame Limited are responsible for the accuracy of the information contained within the linked site(s) accessible from this page.
