Matthew Sinclair (left) and Chris Breward (right), Chartered Financial Planners at Wealth of Advice
CHARTERED FINANCIAL PLANNING

No Nonsense Financial Planning.

Our Chartered Financial Planners are here to help you get perspective and plan for your future.

YOU RETIREMENT CHECKLIST | FREE RETIREMENT WORKSHOP - JULY 2024
INDEPENDENT FINANCIAL ADVICE

what can we do for you?

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.

pensions & retirement

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.

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Investment Management

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.

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Estate & Tax Planning

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.

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Client Photos

what our clients get up to

Ian & Penny

Travelling Japan

Graham & Janet

Sydney With The Family

Ken & Sharon

Skiing in the Alps

Barry

Holiday to Mexico

Colin, Gary & Colin

Golf at Brancepeth Castle

Alan

Track Day

Who Do We Help?

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.

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ONGOING FINANCIAL MANAGEMENT

what does our ongoing service look like?

Financial Reviews

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.

Investment Management

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.

Next Generation

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.

Access To Our App

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.

Client Events

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!

Regular Updates

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.

who are wealth of advice?

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.

CLIENT TESTIMONIALS

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industry insights
LATEST BLOGS & INDUSTRY INSIGHTS

Guaranteed income most important for savers in retirement

Almost half (40 per cent) of people said guaranteed income was most important to them when they thought about retirement.
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Preparing for retirement: a financial planner’s guide

Our latest guide covers everything you need to know to prepare for retirement, breaking down the process into 7 easy steps.
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How to Track Down and Reclaim Your Lost Pensions

In the UK, there are billions of pounds sitting in unclaimed pensions, waiting for their rightful owners to come forward.
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TALK TO US
Get your financial plan on the right track.

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.

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Matthew Sinclair (left) and Chris Breward (right), Chartered Financial Planners at Wealth of Advice