A family run firm of independent financial advisers has announced a new appointment expanding its team of consultants.
Explore Wealth Management Ltd, based in Cramlington specialises in retirement planning, pensions advice and investment management.
Paul Moat joins the company with a wealth of experience from the banking and independent financial sector. He holds qualifications in regulated financial advice and long-term care, both from the Chartered Insurance Institute (CII).
After leaving St Cuthbert’s High School at 18 years old he joined a global bank on a management training programme, which is where he cut his teeth and gained a great deal of experience about the financial markets. He later worked for two other national banks before entering the independent financial advice sector over six years ago.
Moat said: “I was really attracted to working for Explore Wealth by their caring approach to looking after the best needs of the client and ensuring everything is done to the best of their ability to achieve the clients’ expectations.
“I intend to hit the ground running and look forward in particular to meeting with existing clients and forging new working relationships with retirees and business owners, who are thinking about the retirement journey and who want the best available financial advice for their money, pension and investments.”
Stephen Sumner, director of Explore Wealth Management Ltd, added: “The appointment of Paul shows a strong level of intent by Explore Wealth to maintain our reputation as one of the region’s leading financial advice firms. We feel strongly that increasing the amount of experience and expertise within the team will also serve to speed up our already rapid rate of growth.
“The appointment of Paul can only bode well for our new and existing clients as we aim to continue to offer the best advice possible to help people plan their financial future with a strong sense of trust and positivity.”