INDEPENDENT FINANCIAL PLANNING
FROM ADVISERS YOU CAN TRUST.


There is nothing more valuable than information.

Based in Durham, Wealth of Advice provides just that to clients across the North East and further afield.

Whether you are looking to take advantage of the new pension freedom rules, considering your next move or planning for your family’s future, our experienced and attentive team can offer advice on all areas of financial planning.

We provide individually tailored solutions for both individuals and businesses. And, as we are completely independent, we can offer advice across the entire marketplace, before working with you to draw up a bespoke solution that suits your needs and desired lifestyle.

Get to know us

INDEPENDENT FINANCIAL PLANNING
FROM ADVISERS YOU CAN TRUST.


There is nothing more valuable than information.

Based in Durham, Wealth of Advice provides just that to clients across the North East and further afield.

Whether you are looking to take advantage of the new pension freedom rules, considering your next move or planning for your family’s future, our experienced and attentive team can offer advice on all areas of financial planning.

We provide individually tailored solutions for both individuals and businesses. And, as we are completely independent, we can offer advice across the entire marketplace, before working with you to draw up a bespoke solution that suits your needs and desired lifestyle.

Get to know us
 

OUR SERVICES

Wealth of Advice provides solutions across a vast spectrum of services for both individuals and businesses.
Select your desired service below.

Retirement Planning

Start planning now for your golden years.
More

Estate Planning

Make provisions for your family’s future.
More

Investment Advice

Comprehensible market advice.
More

Life Insurance

Find out how to look after your loved ones.
More

Corporate Advice

Sound financial planning for businesses.
More

OUR SERVICES

Wealth of Advice provides solutions across a vast spectrum of services for both individuals and businesses.
Select your desired service below.

Retirement Planning

Start planning now for your golden years.
More

Estate Planning

Make provisions for your family’s future.
More

Investment Advice

Comprehensible market advice.
More

Life Insurance

Find out how to look after your loved ones.
More

Corporate Advice

Sound financial planning for businesses.
More

Our Free Guides

Our guides to independent advice, retirement solutions, pension freedom rules and investments can be downloaded completely free of charge.

Simply enter your email address below your desired guide to download.

 

BENEFITS OF USING AN IFA

Download

PENSION FREEDOM RULES

Download

RETIREMENT SOLUTIONS

Download

TAX & TRUST PLANNING

Download

BENEFITS OF USING AN IFA

Download

PENSION FREEDOM RULES

Download

RETIREMENT SOLUTIONS

Download

Case Studies


We have helped a range of clients with diverse needs achieve their financial goals. You could be one of them.

Find out more about our work and the people it has benefited.

Read More

Testimonials


At Wealth of Advice, we pride ourselves not just on the work we do, but how we go about doing it.

It is important that you understand why you are choosing particular solutions, so we go out of our way to provide you with advice that is comprehensible and transparent.

Find out what our clients have to say about us.

See All Testimonials

Testimonials


At Wealth of Advice, we pride ourselves not just on the work we do, but how we go about doing it.

It is important that you understand why you are choosing particular solutions, so we go out of our way to provide you with advice that is comprehensible and transparent.

Find out what our clients have to say about us.

See All Testimonials
 

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call Us

0191 384 1008


Email Us

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call us
Email us

We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint make sure you contact us here.

We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response.

If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.