ABOUT WEALTH OF ADVICE
We are an independent financial planning firm based at the Mandale Business Park in Belmont, Durham. We offer advice and guidance across the North East, serving the needs of clients in County Durham, Tyneside, Teesside and Northumberland, as well as further afield.
Established by Chartered Financial Planner Chris Breward in March 2012, Wealth of Advice offers solutions across a vast range of services, from retirement planning to mortgage advice.
We believe in providing our clients with the best possible financial advice, tailored specifically to their situation and lifestyle. It’s not just about selling a product or a service – it has to be right for them.
MEET OUR TEAM
Wealth of Advice Ltd was formed by Chris Breward, a successful Chartered Financial Planner with over 10 years’ industry experience at a time when good quality financial advice has never been so important for so many people.
After completing BA Honours degree in Financial Services, achieving a 2:1 classification, Chris entered the industry assisting a team of financial advisers before becoming adviser himself in 2003. In 2005 Chris took over the running of an established Financial Services operation attached to an accountancy practice where he developed and expanded both the client bank and the level of advice and services provided.
Chris felt that 2012 was an opportune time to build his own company, putting into practice all of the knowledge and expertise he has gained previously. He believes this will allow him to develop long lasting and effective relationships with his clients whilst delivering high level financial planning advice and solutions.
Chris is one of only a select band of advisers with the advanced financial planning qualifications necessary to attain Fellowship of the Personal Finance Society and has elected to use the title Chartered Financial Planner as he feels the term Chartered helps demonstrate to both existing and potential clients a high level of professionalism and dedication towards providing the right service and advice at all times.
Retirement Options – K10, 2004
Pension Planning – G60, 2004
Pensions – CF9, 2006
Personal Tax & Trusts Planning – AF1, 2007
Pension Funding Options – J04, 2008
Pension Income Options – J05, 2009
Pensions Update – R08, October 2015
Financial Planning Certificate – FPC, 2000
Advanced Financial Planning Certificate – AFPC, 2004
Fellow of the Personal Finance Society – FPFS, 2010
Taxation & Trusts – G10, 2003
Mortgage Advice Qualification – MAQ, 2003
Personal Investment Planning – G20, 2003
Financial Planning Process – AF5, 2009
Financial Services, Regulation & Ethics – RO1, 2011
Pension Transfers – AF7, 2017
Independent Financial Adviser
Jodene has worked alongside Chris since 2007. She has been advising clients since 2009 and has over 10 years’ experience in the financial services sector. Jodene has successfully achieved her Diploma in Financial Planning.
Jodene monitors the market place and ensures we are kept up to date with the latest economy changes. Jodene manages our online platform and ensures the clients receive the best service standards possible.
Head of Adminstration
Gemma joined the firm in January 2015 with over 10 years’ experience of working in the financial services sector. Gemma holds the Certificates in Financial Administration and Pensions Administration from the Chartered Insurance Institute.
Gemma is head of the admin department where she manages the processes and procedures. Gemma ensures the office runs smoothly and that all clients receive the best service standards possible.
Trainee Financial Adviser
Aimee joined Wealth of Advice in 2013 after achieving a Law degree at Northumbria University.
Aimee has recently completed the Diploma in Financial Planning which supports in her Paraplanning role, however her goal is ultimately is to become a financial adviser, providing quality advice to our ever growing client bank.p
Head of Investments Research and Adviser Support
Natasha achieved a degree in Geography at Newcastle University in 2013, and later went on to gain some experience in the financial services sector before joining us in June 2015.
Natasha has a keen interest in the investment market and monitors this carefully while carrying out fund research, creating our in-house model portfolios. Natasha has recently completed the Diploma in Financial Planning.
Allison recently joined Wealth of Advice after previously working at several top firms across the North East.
With over 20 years’ experience in the industry, she compliments our growing client support department, ensuring that all our clients receive a high level of service.
Janice has worked alongside Chris since 2004 and has over 20 years’ experience in the financial services sector.
Janice is a key member of the administration department, where her part time role ensures the compliance and regulatory functions of the business are maintained accordingly.
Get in Touch
Unit 3 Mandale Park,
0191 384 1008