INDEPENDENT FINANCIAL PLANNING

FROM ADVISERS YOU CAN TRUST

Based in Durham, Wealth Of Advice provides independent financial advice to clients across the North East and further afield.

As pension planning specialists, we can help you map out your ideal retirement plan. Whether you’re looking to access your pension pot early, provide better benefits for your loved ones or simply make the most of your hard-earned money, we can work with you to achieve those goals.

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.

OUR SERVICES

PENSIONS

Everyone has to retire at some point. We’ll help you plan your pension today, whether you’re ready to retire now or not for another 10 to 15 years.

INVESTMENTS

We’ll help you invest in your future whether you’re just unsure where to start or you’re a current investor looking for future investment opportunities.

ESTATE PLANNING

We’ll help you plan your estate, safeguarding your family from sudden misfortune, ensuring that they are financially stable when you are gone.

PROTECTION

We can advise you on Life Insurance, Critical Illness, Income Protection or Business Protection – giving you peace of mind for you and your family.

FREE CONSULTATION

YOUR FIRST MEETING WITH US IS FREE

The Wealth of Advice team is here to help with your financial requirements. Whether you're looking to invest, protect or plan for the future, we can help. Get in touch today to organise a free no obligation consultation.

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