Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Five years ago, the world faced an unprecedented challenge: COVID-19. Markets fluctuated, uncertainty soared, and financial stability felt out of reach for many. But through it all, our clients remained confident - because they had a plan, a dedicated financial team, and a long-term vision.
Today, as markets continue to experience volatility, our clients stand strong, trusting in their financial plan to ride out the market waves. Our robust financial planning, proactive communication and unwavering support ensures that they stayed on course, no matter the challenges.
Having achieved early retirement with us in 2018, we asked John if he would watch his previous testimonial and asked if he had anything else he would like to add after experiencing the Covid pandemic.
Having left us a review just before the Covid pandemic hit in 2020, we asked Clive if he would watch his old testimonial and tell us if there was anything he'd like to change after his last five years with us.
If you're looking for a financial partner who prioritises your long-term success through the ups and downs, we're here for you. Fill in our form below and we'll call you back to have a chat about how we can help you and your financial plan.
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