James Watkin - Independent Financial Adviser

Verity Wealth Management is totally independent, and therefore acts in your best interest.

We pride ourselves on our professionalism and attention to detail, providing well researched, unbiased independent advice, specifically tailored towards each clients individual requirements in all aspects of financial planning, commercial and residential mortgages, and equity release, not only advising on the most suitable product but also the most competitive product provider.

James Watkin

James started in Financial Services during February 1981 when he joined The Prudential Assurance. Working through various positions until reaching the role of Branch Sales Manager.

Since leaving the Prudential Assurance James has worked in various specialist, sales and management roles both in direct sales with Pearl Assurance and within Bank Assurance at Barclay's Bank.

James decided neither of these environments provided the opportunity of offering his clients a choice of products from the ‘whole of market’ as they either marketed their own products or, had ties with one company and offered products from a very narrow range.

After looking at this objectively James decided to become an Independent Financial Adviser in October 2002 as this gave him the opportunity to offer a better selection of competitive products and more choice to his clients.

James set up Verity Wealth Management with Stephanie Pickering who is a Chartered Financial Planner and has the same aims; which are to offer a personal and professional service to existing and prospective clients.

James has achieved his Statement of Professional Standing which is issued by the Chartered Insurance Institute and confirms an adviser has:

James and Stephanie have between them over 60 years experience in Financial Services.

James also gives advice in the specialist area of Equity Release and Home Reversion plans, giving straight forward advice to both new and old clients who require fully qualified and unbiased advise about releasing equity from their home.

Finally, he has personally seen first-hand why it is essential to receive proper Independent Financial Advice, and how important this is to safeguard the future of an individual and their family.

James looks forward to servicing your requirements and assisting you in the future.

Contact James on: Tel: 0191 252 9318, Email: james@veritywm.co.uk

Your property 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  a combination of fee and commission or by fee payment only.

A typical £395.00 arrangement fee is payable when a mortgage application is completed and submitted to the provider and a typical fee of £595.00 is payable when an Equity Release application is completed and submitted to the provider; plus we will be paid a commission by the lender.

Alternatively for fee only cases, a £395.00 in the case of mortgages and for Equity Release a £595.00 fee is payable at the time the application is completed and submitted to the provider,  plus we will charge a fee of 0.5% of the loan value on completion.

Contact me or let me call you!

The FCA does not regulate some forms of Buy to Let Mortgages.

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CALL US: 0191 516 6353

or 0191 252 9318

Advice with Integrity