Chartered Financial Planners

We're trusted by Caterpillar employees to plan their retirement.

Our first client from Caterpillar came to us in 2015, and since then we've helped similar people to retire earlier than expected, phase into retirement, and even move abroad to enjoy their later years.

A local financial planner you can talk to face-to-face
Expert advice tailored to your specific circumstances
Trusted by your colleagues with their retirement plans

Retirement workshop: Caterpillar

WHEN: Friday 30Th MAY 2025, 3pm
WHERE: Wealth Of Advice, Belmont Industrial Estate, Durham, DH1 1TH

Our next retirement workshop will feature a presentation by our financial planners, tailored to Caterpillar employees and focusing on retirement topics such as:

  • What Does Retirement Mean For You?
  • Key Things To Consider As You Approach Retirement
  • Different Types of Pensions Explained
  • Your Retirement Options
  • Common Questions When Approaching Retirement
  • How Financial Planning Can Help

Sign up today if you're looking for guidance on your retirement journey.

Sign Up Today to Save Your Space!

Work out what retirement might look like for you.

Thank you for registering for one of our Retirement Workshops.

You should receive a confirmation email soon with more information about the event.

If you have any issues, please email us at enquiries@wealthofadvice.co.uk for assistance.
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Client Survey Results 2025
At our Annual Client Conference in January 2025, we asked those attending to complete our Client Feedback Survey to see if there any changes we need to make to the service we provide.
100%
of our clients said they feel we always have their best interests at heart.
98%
of our clients said they feel we provide advice on all areas of Financial Planning that are important to them.
99%
of our clients are satisfied with the service we provide to them.
73%
of our clients have no worries about the future of their investment returns.
TALK TO US
Get your financial plan on the right track.

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.

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