Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Our Chartered Financial Planners are here to help you get perspective and plan for your future.
We'll help you achieve your long-term goals with a solid financial plan, whether that's retiring early or passing on your wealth to your family.
What you need in retirement depends on your circumstances. Our retirement planning service helps you get prepared for retrirement, as well as managing your pensions and investments throughout.
We look at your entire financial situation to work out what investment risk you can take, and where you should invest in order to achieve your goals. You can review your progress at any time using our app.
Planning your estate properly can make sure that your loved ones get the most out of the assets you leave behind, rather than the taxman. With products like Wills & Trusts, we can make sure this happens for you.
We give advice on retirement, growing your wealth and planning ahead for the next generation as an ongoing client.
Initial discussions with us are free of charge, and we'll always let you know in advance when we'd start charging for our services.
Whether it's deciding how to take your income in retirement or wanting to put a plan in place for what happens when you pass away, have a chat with one of our advisers about your options today.
Meet with your Financial Planner at least once a year to discuss your financial plan. Make sure you're always on the right track, and review your existing plan to make sure it still suits your circumstances.
Your investments are always aligned with your risk level, as well as your capacity for loss with our financial planning. If your circumstances or appetite for risk changes, we can adjust your portfolio for you easily.
If leaving a legacy behind for your loved ones is a priority for you, look at the best way to make that happen. Make sure your loved ones have it as easy as they possibly can when you pass away.
The My WoA app allows you to keep track of your investment performance, so you always know how your plan is doing. You can easily contact a member of our team whenever you need to, and upload any documents that you want to keep secure.
We hold at least one client event per year, usually in January at Durham Cricket Club. Our clients get a day of food, drinks and interesting talks from fund managers and our financial planners. Our 2024 event was quite the hit with our clients!
Stay up to date with recent market news and performance with monthly Market Update videos. We also create helpful videos which explain financial terms, such as Annuities and the Money Purchase Annual Allowance.
Since 2011, we've been helping hard-working people get the most out of their finances with straightforward financial planning.
Our growing team of experts are on hand to help you make the most out of your money, whether that's in retirement or planning for the long-term future.
If you want a better view of what your future could be, we'll have a chat over a cup of coffee in our Durham office and work out if we can add any value to your financial picture.
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This website is for information purposes only and is not personal advice.
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, however, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us directly. Accordingly, we will do all we can to resolve your complaint by the end of the next business day. However, 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. Furthermore, 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.
Wealth of Advice Ltd is a company registered in England and Wales, company number 07709624.
VAT Number: GB131946515