Here at Verity Wealth Management we aim to take away many of life's uncertainties and offer a no cost initial consultation to establish how we can potentially work together in relation to your needs and aims. Once we've agreed to work together we help you put in place a plan to achieve your goals; utilising one of our services relating to Financial Planning, Investment Management or Retirement Planning or all three.
Helping you make sound financial decisions using our wealth of financial experience to put the necessary actions in place to improve your financial outlook is what we love doing for all clients we work with. 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.
Helping you make sound financial decisions using our wealth of financial experience to put the necessary actions in place to improve your financial outlook is what we love doing for all clients we work with. 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.
Services
Verity Wealth Management LLP are Independent Financial Advisors (IFA's) and were established in 2009. We provide independent financial advice to both private individuals and small businesses throughout the North East. Verity Wealth Management is totally independent, and therefore acts in your best interest.
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).
Stephanie Pickering was awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII) in 2007. Chartered Status is the profession's gold standard for financial planners and every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
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.
We understand that having worked hard to accumulate your savings you want someone to look after them in a way that meets your needs and requirements. In order to do this, we will need to establish your goals, attitude to investment risk and capacity for loss in order to design a portfolio to meet your overall objectives.
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