Testimonials

 

Excellent sound financial advice is available at all times and enacted promptly when instructions are given unlike other financial advisors I have been associated with whose own interests seem better served than those of the clients.  It is vitally important too that any instructions are enacted speedily as the market is always time sensitive and any undue delay can carry significant consequences.

Stephanie is very easy to talk to (however daft your questions may be) and is readily available for advice, easily contactable and always responds promptly.  I am sure she has many larger clients than me but I always feel that she has plenty of time for me and always acts in my best interests.  Whilst she offers the best professional advice in my sometimes changing circumstances, I am always confident that the information provided enables me to make an informed decision and that I always remain in control.

William Mack

Train Driver, Flint Hill

My adviser is very clear and precise about all the information she gives me, therefore making it easy for me to understand the technical jargon!

I feel that the information I receive is very beneficial to myself.

Nicola Hearn

Company Accountant, South Shields

When I set up in business I was anxious that I’d left behind death in service for my family and wondered what would happen to my income if I became ill. I’d met Stephanie of Verity Wealth Management through networking and liked her clear and straightforward approach.

Steph helped me sort the protection I needed for my family, completely put my mind at rest, and gave me great advice on the best options for me and the business.

Any financial or pensions related Stephanie is my first point of call. I can’t recommend her enough. Beverly Sherratt

Small Business Owner – LaunchPad HR Ltd

Stephanie Pickering is very professional, whilst also explaining in clear detail the products /polices that were of interest to me.  Stephanie was honest and straight talking, with a wealth of knowledge and experience. She never pushed her policies, and gave lots of well thought out advice.

I would highly recommend Stephanie to anybody needing financial advice.

Claire Todd

Podiatrist, Cornwall

I feel Stephanie’s advice is worth it. She answers my questions and explains options clearly, and makes me feel confident that I am taking and have taken good decisions. Often her advice pays for itself within months – her choice of an annuity, for instance, made a decent difference to the amount I was paid annually, but was also linked to a dependent, with no loss of payment. I find it helpful to draw on Stephanie’s expertise, as I really don’t think the current financial context is very easy to negotiate, and what I used to feel well able to do by reading up on products myself I no longer feel are as obvious or straightforward – and this is why I continue to find her service useful and valuable.

Rosamund Place

Freelancer, Newcastle upon Tyne

Sound advice which helped deliver a very acceptable pension going forward, clear, friendly and objective in all respects.  We are very happy with the service we received and would strongly recommend Stephanie to anyone needing this type of advice.

Happy with all aspects of her approach, keep doing the same!

Dave & Sue Ettie

Sales Executive/Retired Office Administrator, Washington

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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