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
Chris launched Wealth of Advice seven years ago after over a decade working within the financial services industry.
His ethos was simple – to build a successful business based on trust and to establish a client portfolio grown through word of mouth and the company’s ability to deliver maximum return on investment for their customers.
Seven years later, Chris remains at the heart and soul of the business but is supported by a team of experts, including his wife Jodene, sister Deborah and nieces Aimee and Abbie.
Wealth of Advice is very much a family business.
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.
Chris is from Peterlee and lives in Trimdon with Jodene.
INDEPENDENT FINANCIAL ADVISER & HEAD OF PENSION TRANSFERS
Aimee joined the business in 2014 after completing a law degree at Northumbria University.
Since then she has undertaken additional qualifications, completing a Diploma in Financial Planning in 2016. She then went on to earn the requisite qualifications to become an independent financial adviser, enabling her to provide quality advice to Wealth of Advice’s ever-growing client portfolio.
In 2018 Aimee completed the Pension Transfers (AF7) exam and became a Pension Transfer Specialist as well as Head of Pension Transfers.
Aimee is one of the main points of contact for client pension enquiries, including transfer.
Her aim is to become a fully-fledged financial adviser and achieve Chartered status
Away from the office, Aimee is an avid Manchester United supporter and attends matches with her uncle Chris when she can. She also loves holidays and keeping fit.
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.
He and Chris have known each other since university and also worked together in Manchester many years ago. So, when the opportunity arose to join the team and work with Chris again, Mike took it.
Mike has also completed the Diploma in Financial Planning and holds the appropriate qualifications to offer independent financial advice, allowing him to provide support and advice to all Wealth of Advice clients.
He is the main point of contact for all new clients and is also responsible for conducting client reviews of investment pots.
Mike lives in South Shields with his wife and three daughters, aged 17, nine and four who keep him busy.
HEAD OF PLATFORM SERVICES
Jodene joined the business in 2017 and is responsible for managing the investment platforms where client money is held.
Wealth of Advice now manages a portfolio of over £115m on behalf of clients so Jodene’s expertise is vital in ensuring maximum return on investment.
To help achieve that Jodene monitors the marketplace and ensures Wealth of Advice is kept up to date with the latest economy changes.
She is also the main point of contact for many of Wealth of Advice’s most loyal clients, some of whom have been with the business from day one and manages client withdrawals.
Away from work, Jodene loves watching sport and has a Sunderland season.
She is also gearing up for one of the biggest projects of her life, as her and husband Chris have bought land in Hartlepool for their new home, which they will oversee the design and build of.
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 the business in April 2018 as a paraplanner and works closely with the financial advisers, providing technical support to enable them to come up with the best investment and pension advice for clients.
Jordan does a lot of work behind the scenes, preparing plans to present to customers having researched the best investment programmes available at any given time.
He is also responsible for general client liaison and their annual reviews to assess how their investment has performed over 12 months.
Jordan, who lives in Prudhoe and enjoys cycling, sports and reading, is currently studying towards a diploma and will undertake his last exam in October.
His aim is to become a financial adviser in the future.
Working alongside Jordan, Matthew provides technology support to clients and the team, having completed a Masters in Computer Science at university.
He joined the team 2018, bringing with him five years’ experience within the industry including working for a large wealth management firm.
Matthew is responsible for the PFP and provides advice to clients specifically related to investment in technology.
Internally he is the ‘go-to’ member of the team to solve any IT problems.
Away from work, Matthew lives in Gateshead with his two cats and plays lawn bowls for Northumberland, a team hoping to get to the national finals.
Head of Administration
Gemma has been with Wealth of Advice for four years, having worked within the finance industry for 17 years.
As Head of Administration, Gemma is the first point of contact for anyone contacting Wealth of Advice and is on hand to support the team and clients with all day to day activity.
She is passionate about the business and providing clients with the best possible service.
Gemma holds Certificates in Financial Administration and Pensions Administration from the Chartered Insurance Institute.
Mum-of-one Gemma lives in Peterlee with her husband and two-and-a-half-year-old daughter.
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.
Working with Gemma, Abbie also provides administrative support to the team and clients with an added focus on wills, trusts and estate planning processes.
Abbie lives in Peterlee.
One of the newest additions to the Wealth of Advice team, Charlotte started as an administrator in October 2018 and is currently studying towards a certificate in business administration.
Charlotte offers support to the company’s growing client support department to ensure that every customer receives the best possible service.
As her first year with Wealth of Advice draws to a close, Charlotte is very much looking forward to developing as an individual by completing qualifications which will enable her to progress within the business.
Charlotte is from Coxhoe and in her spare time enjoys socialising with friends and shopping.
Liam joined the business this year as accountant for Wealth of Advice.
His role is predominantly behind the scenes, managing accounts for the company to ensure that all money in and out is properly accounted for.
He gained an Accounting degree at Newcastle Business School and is currently working towards his ACCA accreditation.
Deborah is MD Chris’s sister and she joined the Wealth of Advice team in 2012.
Deborah provides assistance to the administration department of the firm on a part time basis.