They say that time flies when you’re having fun, but the same can also be said when you’re building and growing a business. I can’t quite believe it, but on 1 April 2017, I celebrated my 20th anniversary at Explore Wealth Management Ltd.
I have seen lots of changes in the course of running my own business, from changes in staff, advances in technology, a much-improved level of professionalism, to changes in the services that we provide; including a move towards charging fees for our advice and the introduction of our very popular annual review service. The biggest change however, has to be the way in which the business itself has adapted over the years.
Explore Wealth Management started out as a one-man band operating from a small room above a shop in Chester-le-Street, offering general financial advice to business owners and individuals.
From these humble beginnings, Explore Wealth Management is now recognised as one of the Top 250 IFAs in the UK by VouchedFor and has helped over 400 clients to manage their money and create a very happy and comfortable future.
Myself included, we now employ six people on a full-time basis and operate from a state-of-the-art office facility just outside Cramlington in Northumberland, offering a whole range of innovative services from cash flow forecasting, to retirement planning and everything in-between.
Although business has always been steady, in the last five years alone, Explore Wealth Management has grown from a £190k per annum turnover business to a £680k per annum turnover business, with further growth predicted for 2017.
I can honestly say that I have enjoyed every second of my time at Explore Wealth Management and I am looking forward to many more successful years ahead.
