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.
OUR FINANCIAL ADVISERS
CHRIS BREWARD
CHARTERED FINANCIAL PLANNER, APFS
AIMEE WATSON
INDEPENDENT FINANCIAL ADVISER, DIP PFS
MIKE WEEDON
INDEPENDENT FINANCIAL ADVISER, DIP PFS
NEWS, BLOG & INSIGHTS
WEALTH OF ADVICE NEWS & BLOG
Wealth of Advice blog: 20 in 20 for MD Chris Breward
I am running 20 half marathons in 2020 for the Bringing Back a Smile charity because they do such...
Chris Breward blog: Charity doesn’t always begin at home…
As the owner of a growing North East business, I am passionate about the community around me. I...
Video Bio: Gemma Johnston
Gemma Johnstone has been with Wealth Of Advice since 2015. Gemma has over 17 years of experience...
LATEST INDUSTRY INSIGHTS
Calls for employers to pay for pension advice
Pension experts have called for legislation to allow employers to recommend and pay for advisers...
Government maintains auto-enrolment earnings trigger
The government has opted to maintain the earnings trigger for automatic enrolment at £10,000 for...
Government pushes climate change up pensions schemes agenda
Pension schemes will have to give members more information about the risk of climate change under...
