Financial Planning

We help our clients answer life’s important questions such as:

Am I saving enough money?

What will happen if I cannot work?

Will I ever be able to retire and live comfortably?

Am I invested correctly?

What if I run out of money in retirement?

What Income Tax will I have to pay?

What will happen if I die?

Will I have to pay Inheritance Tax to the Government?

Our Process

Stage 1 – We meet face to face where you explain your circumstances and we discuss your goals and needs.  If you wish to engage with Verity Wealth Management we will confirm our Services and Costs in writing to you and then will only proceed to Stage 2 and beyond with your written agreement.

Stage 2 – We undertake a comprehensive gathering of financial information with you which allows us to assess your needs and requirements.  Data gathering processes can take time as we contact any plan providers to obtain any information we require.

Stage 3 – When we have a full understanding of your financial picture, needs and goals, we evaluate your information and data and then prepare a personalised Financial Plan for you.

Stage 4 – We meet to articulate our findings and set out our plan to meet your needs and objectives.

Stage 5 – Having set out our recommendations we then agree to work with you, checking you are comfortable and understand our proposals and with your agreement we move forward and implement the Plan.

Stage 6 – This is the key part of our proposition and service; our ongoing review service which monitors and refines your plan to ensure it continues to be fit for purpose and meets any changes in your needs, circumstances and objectives. Essentially we ensure your financial plan stays on track.

Our core proposition schedules a face to face meeting at least once a year.

If any adjustments to your plan are required, we will make further personal recommendations that ensure ongoing suitability.

 

Why Verity?

7 Reasons why you should use us

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Contact Us

If you'd like to find out about any of our services, what we can offer you, or for anything else, please you use the form below to get in touch.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate taxation and trust advice.

Verity Wealth Management LLP. Registered office and Postal address: Suite 11, The Hub, New Century House, Crowther Road, Washington, Tyne and Wear, NE38 0AQ
Verity Wealth Management LLP is authorised and regulated by the Financial Conduct Authority
Verity Wealth Management LLP is a Limited Liability Partnership

Tel: 0191 516 6353.  Email: office@veritywm.co.uk

Registered in England Number: OC342327 - We are entered on the Financial Services Register No 618523