Chartered Financial Planner
Stephanie is an experienced Chartered Financial Planner and has worked in Financial Services since 1987. During 2019, she became a Fellow of the Personal Finance Society.
Stephanie established Verity Wealth Management in 2009, in order to work with clients on a more personal basis, specialising in Retirement Planning, Investments and Advice for Women (including Pensions and Divorce).
Married to Paul & the mother of two boys, Stephanie has a love of handbags, travelling, cooking and watching sport, especially live events.
Independent Financial Adviser
Paul is an experienced Financial Adviser who has been in the Pensions & Investment industry for more than 35 years. Beginning his career with Southern Life, in South Africa, Paul returned to the UK in 1986 joining Norwich Union as a Broker Consultant. After 19 years with Norwich Union Paul joined GE Life as a Pensions Consultant in 2005 specialising in Post Retirement provision.
In 2006 Paul joined Teesside Financial Services Ltd in Middlesbrough as an Independent Financial Adviser working with Corporate and High Net-Worth Clients. During his 10 years with Teesside Financial, Paul built up a close working relationship with his clients providing a professional ongoing advice service with the emphasis on Financial Planning.
Paul joined Verity Wealth Management LLP in 2016 providing Personal and Corporate Independent Financial Advice primarily to his existing client base but he will also support and advise clients of Verity WM.
Paul is a long term season ticket holder at Newcastle United and spends a lot of his time in the summer helping out at Washington Cricket Club now his playing days are over.
Kylie joined Verity Wealth Management in 2017 and provides administrative support to our Advisers and Clients.
Kylie has a wealth of experience in administrative roles within Financial Adviser and Legal Practices in the North East and is an extremely important member of our team. Kylie is studying towards her Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning.
In her spare time you’ll find Kylie running round after her 3 young children who constantly keep her on her toes.
George joined Verity Wealth Management part time in 2017 whilst studying at Northumbria University for his Business with Financial Management BA (Hons) Degree. In September 2018 he joined us full time, for his 12 month work placement.
Whilst with us, George will study & work towards obtaining the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, prior to returning to University in September 2019 to complete his degree.
George has a love of sport, playing cricket for Washington Cricket Club for many years, as well as being an avid supporter of Newcastle United.
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: firstname.lastname@example.org
Registered in England Number: OC342327 -