let us introduce ourselves.

Chris Breward founded Wealth of Advice in 2011 because he felt the financial services world needed a straight-talking, no-nonsense approach to financial advice.

Since then, we've grown to a team of 18 people who are actively invested in making sure your financial plan stays on the right track, and we've met some amazing clients along the way.

INDEPENDENT FINANCIAL ADVICE

financial advice for life.

We offer a service that we hope will last a lifetime, looking after everything of a financial nature for you and your family.

UPFRONT

There's no wool-pulling with us. We're a "look you in the eye" type of partner. What we say might not always be what you want to hear, but it'll always be in your best interest.

APPROACHABLE

We pride ourselves on how approachable and friendly we are. We make our clients feel comfortable, we make the process feel easy, and we enjoy ourselves while we do it.

DRIVEN

Hard work and a thirst for knowledge fuel this business - that's why we're a Chartered firm. We're always looking to improve and grow - whether that's our service or our qualifications.

Don't just take our word for it.

We could sit here and write an essay on why we think we're the best at what we do, but we'd rather let our clients do the talking for us.

Take John for example, who attended our Annual Client Conference in January this year. We managed to sit down and ask him a few questions about the event, as well as how he feels about the service we provide.

Chartered Financial Planning

Highly Qualified & Highly Rated.

Our clients are making life-changing decisions and they trust us to help.

Chartered Financial Planners

In 2024 we became Corporate Chartered Financial Planners, which acknowledges our commitment to the industry and the educational level of our team.

Top Rated by VouchedFor

Our advisers are all Top Rated by VouchedFor, and have been for many years. This is all thanks to our clients leaving us glowing reviews, which you can read here.

Small Advice Firm of the year 2024

We've been shortlisted by the Money Marketing Awards for the category Small Advice Firm of the Year 2024. We find out if we're winners in September, so fingers crossed!

2024 Survey Results

Client Feedback

We ask our clients to complete a survey each year to make sure we're always giving the best service possible.

industry insights

CLIENT STORIES

Travelling The World After Early Retirement

Graham and Janet came to see us in 2021, after deciding they wanted to review their options - now they're enjoying early retirement.
Read More >

Real Retirement: What our clients are up to

This week a couple of our clients have shared photos of themselves enjoying retirement.
Read More >
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