Wealth of Advice About Us
The Wade Financial team

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.

 
THE QUALIFICATIONS:
WHAT DO THEY MEAN?

  • Chartered Financial Planner
  • Holds the Advanced Diploma in Financial Planning (APFS) or equivalent and has a minimum of five years’ industry experience. The ‘Chartered’ title can only be conferred under the auspices of the Privy Council and is designed to indicate professional attainment and commitment.

  • APFS
  • Holds the Advanced Diploma in Financial Planning or equivalent. This develops specialist planning capabilities supporting the provision of a sophisticated and comprehensive approach to financial management.

  • DipPFS/DipFA
  • Holds the Diploma in Financial Planning or equivalent. This develops advanced technical knowledge and understanding across a broad range of key advisory areas as selected by the adviser.

MEET OUR TEAM

  • CHRIS BREWARD

    CHARTERED FINANCIAL PLANNER, APFS
    Managing Director

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.

  • 0191 384 1008
  • cbreward@wealthofadvice.co.uk
Chartered Financial Planner – APFS, 2009

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

Statement of Professional Standing (PDF)

JODENE BREWARD

Dip FPS
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.

  • 0191 384 1008
  • jbreward@wealthofadvice.co.uk
Statement of Professional Standing (PDF)

GEMMA JOHNSTON

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.

  • 0191 384 1008
  • gjohnston@wealthofadvice.co.uk

AIMEE WATSON

Dip PFS
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

  • 0191 384 1008
  • awatson@wealthofadvice.co.uk

NATASHA NOBLE

Dip PFS
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.

  • 0191 384 1008
  • nnoble@wealthofadvice.co.uk

ALLISON SPRAGG

Paraplanner

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.

  • 0191 384 1008
  • aspragg@wealthofadvice.co.uk

JANICE ROBINSON

Administrator

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.

  • 0191 384 1008
  • jrobinson@wealthofadvice.co.uk

DEBORAH WATSON

Administration assistant

Deborah joined the Wealth of Advice team in 2012 and provides assistance to the administration department of the firm on a part time basis.


  • 0191 384 1008
  • dwatson@wealthofadvice.co.uk
 

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call Us

0191 384 1008


Email Us

Reviews and Ratings for Financial adviser Chris Breward, Exeter

Get in Touch

Find Us

Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH


Call us
Email us