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.
INDEPENDENT FINANCIAL ADVISER & HEAD OF PENSION TRANSFERS
After achieving a Law degree at Northumbria University in 2013, Aimee joined Wealth of Advice as a paraplanner. Aimee completed the Diploma in Financial Planning in 2016, and then went on to earn the requisite qualifications to become an independent financial adviser, providing quality advice to our ever-growing client bank.
She completed the Pension Transfers (AF7) exam in 2018 and became a Pension Transfer Specialist as well as Head of Pension Transfers. Aimee oversees all pension transfers conducted by Wealth of Advice.
Independent Financial Adviser
Mike joined Wealth of Advice in 2018 and has nearly 20 years Financial Services experience, having worked in the industry since completing a Degree in Financial Services in 1999.
Mike has also completed the Diploma in Financial Planning and holds the appropriate qualifications to offer independent financial advice, allowing him to provide quality advice to our ever-growing client bank.
Throughout his career Mike has worked for several financial services companies as well as running his own Insurance business and believes in delivering excellent customer outcomes, where the need for professionalism and managing client’s expectations every step of the way is key.
HEAD OF PLATFORM SERVICES
Jodene has worked alongside Chris since 2007. She successfully achieved her Diploma in Financial Planning in 2008. Jodene has been advising clients since 2009 and has over 10 years’ experience in the financial services sector.
Jodene monitors the marketplace 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 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. She has completed the Diploma in Financial Planning and is now a Pension Transfer Specialist.
Jordan joined Wealth of Advice in 2018 as a Paraplanner. He is currently studying for the Diploma in Regulated Financial Planning and he aims to become a financial adviser in the future.
As a paraplanner, Jordan assists the financial advisers with researching and preparing suitable recommendations and liaises with clients daily.
Matthew joined Wealth of Advice in 2018 and has over 5 years Financial Services experience, having previously worked for a large Wealth Management firm.
Matthew has completed the Diploma in Financial Planning and is currently working towards the Advanced Diploma in Financial Planning and Chartered status.
Head of Administration
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.
Abbie joined Wealth of Advice in 2017, after achieving a degree in Business Management at Newcastle University. She is currently studying for the Diploma in Regulated Financial Planning. Abbie assists with the estate planning processes and provides assistance to the administration function.
Charlotte is a new addition to the administration team and is currently studying towards the certificate in Business Administration. She compliments our growing client support department, ensuring that all of our clients receive the best service standards possible.
Deborah joined the Wealth of Advice team in 2012 and provides assistance to the administration department of the firm on a part time basis.
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