At Verity Wealth Management we believe in helping you achieve your life’s goals enabling you to “live the life you want in retirement rather than the life you have to!”
Stephanie commenced her working life joining Norwich Union a leading UK Insurance, Pensions and Investment Provider in 1987. Stephanie enjoyed 17 years happy years with NU holding a number of positions within the company, commencing her employment as an Administration Assistant, working up to the role of Senior Consultant where her role involved daily working with Independent Financial Advisers, which was enormously beneficial helping her to understand the needs of Advisers clients and how the best advisers really help clients to achieve their goals and objectives.
In July 2005 Stephanie decided to focus her career in a different direction, taking the decision to become an Independent Financial Adviser (IFA), utilising her many qualifications, knowledge and experience to provide tailored Independent Financial Planning to both Individuals and Companies. Much of Stephanie’s work is complex in its nature.
Stephanie joined with James Watkin to form Verity Wealth Management, working primarily in Washington, Whitley Bay, Newcastle upon Tyne and the surrounding North East areas, dealing directly with members of the public and local businesses, advising on all areas of financial services, mainly on a referral basis from existing clients and professional introducers.
Stephanie specialises in the areas of Retirement Planning, Enhanced Annuities, Pensions in Divorce, Lump Sum Investment and Trust Planning; at the same time Stephanie has continued with her professional studies and gained the qualification of Chartered Financial Planner during December 2007. (This is a QCF Level 6 qualification). Introduced in 2006, the individual ‘Chartered Financial Planner’ title is now held by over 5,500 advisers, making it the premier title for financial advice professionals. (Source: The Personal Finance Society -
Stephanie has renewed her Statement of Professional Standing which is issued by the Chartered Insurance Institute and confirms an adviser has:
Stephanie joined with James Watkin to form Verity Wealth Management, working within Washington, Whitley Bay, Newcastle upon Tyne and the surrounding North East areas, dealing directly with members of the public and local businesses, advising on all areas of financial services, mainly on a referral basis from existing clients and professional introducers.
Tel: 0191 516 6353 or Email: email@example.com
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The Financial Conduct Authority does not regulate Taxation and trust advice.
CALL US: 0191 516 6353
or 0191 252 9318
The information contained in this website is targeted at UK consumers and businesses.
Verity Wealth Management LLP is authorised and regulated by the Financial Conduct Authority
Verity Wealth Management LLP is a Limited Liability Partnership
Verity Wealth Management LLP. Registered office and Postal address: Suite 11, The Hub, New Century House, Crowther Road, Washington,
Tyne and Wear, NE38 0AQ
Tel: 0191 516 6353 or 0191 252 9318. Email: firstname.lastname@example.org. Registered in England Number: OC342327 -
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