Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
At Wealth of Advice, we're committed to delivering financial planning of the highest standard.
Our awards and accreditations reflect not only the expertise of our team, but our ongoing dedication to putting clients first, upholding strong professional values, and continually improving the way we support people through life's financial decisions.
We hold the prestigious title of Chartered Financial Planners, which is the gold standard of financial planning excellence in the UK.
Chartered status is awarded only to firms that demonstrate:
It represents our promise to maintain professional integrity and deliver advice with care, responsibility and expertise.
We are delighted to be recognised by VouchedFor as Top Rated Advisers, an award based entirely on genuine client feedback.
This accreditation reflects the trust our clients place in us, the clarity of our advice, and the positive experience we work hard to deliver at every step.
The Money Marketing Awards recorgnise outstanding performance across the UK financial advice profession.
We are honoured to be:
These achievements demonstrate the impact of our client-focused approach, our commitment to transparency, and our belief in building long-term financial wellbeing.
We are proud to have been named one of Citywire New Model Adviser's Top 100 Firms in both 2024 and 2025.
This national recognition showcases leading financial planning firms that set the benchmark for excellence, innovation, and client service.
Being selected two years running highlights the strength of our team and the quality of experience we proivde to clients every day.
We are accredited with the PensionTransfer Gold Standard, a voluntary code of good practice for safeguarding clients considering transferring their defined benefit (final salary) pensions.
This standard ensures we follow:
It reflects our dedication to helping clients make life-changing pension decisions with confidence and clarity.
Our partnership with Solidus has earned us Recognition of Excellence in Estate Planning in both 2025 and 2026.
This award highlights the quality of our estate planning advice, from Wills and trusts to intergenerational planning, as well as our commitment to helping families protect the things that matter most.
If you want a better view of what your future could be, we'll have a chat and work out if we make a good fit for you and your financial picture.
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This website is for information purposes only and is not personal advice.
We are committed to providing products and service of the very highest standards. If you feel that we haven't lived up to your expectations in any way, however, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us directly. Accordingly, we will do all we can to resolve your complaint by the end of the next business day. However, if we can't do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. Furthermore, if we haven't issued our response within eight weeks from the date you first raised your complaint, or if you're dissatisfied with our response, you can ask the Financial Ombudsman Service - www.financial-ombudsman.org.uk - for an independent review. The Financial Ombudsman Service will only consider your complaint once you've tried to resolve it with us, so please take up your concerns with us first and we'll do all we can to help.
Wealth of Advice Ltd is a company registered in England and Wales, company number 07709624.
VAT Number: GB131946515