Stephanie Pickering

Chartered Financial Planner


James Watkin

Independent Financial Adviser


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Top Ten Tips

Verity Wealth Management

We offer a no cost to you initial discussion and financial review service which will take into consideration your current circumstances and any existing plans you might have whilst also establishing your future needs and requirements.

Once your personal needs are fully established and you have agreed you want to work with us we then design and implement your individual financial planning strategy to help put you on the right course in achieving your personal requirements.

At Verity Wealth Management  we use a wealth of financial planning experience to deliver a process which helps us to discover your individual requirements and report on how your current plans fit with those needs.  We will then research your personal requirements and make any recommendations we believe are suitable.  Finally, in agreement with yourself we will implement any plans which are tailored to satisfy your personal requirements.  Ongoing regular reviews are then scheduled to ensure your overall circumstances haven’t changed and to ensure you remain on track.

Contact us

CALL US: 0191 516 6353

or 0191 252 9318