VERITY WEALTH MANAGEMENT - Key Persons
George joined Verity Wealth Management part time in 2017 whilst studying at Northumbria University; he successfully completed his degree course in Business with Financial Management in June 2020, achieving a First Class Honours Degree.
Having now taken a full time role here at Verity Wealth Management George is continuing his studies, working towards the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning and becoming a fully qualified paraplanner.
George has a love of sport and is an avid supporter of Newcastle United.
Job Titles:
- 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.
Job Titles:
- 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.