0191 384 1008
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About Us
Who We Are
Meet the Team and find out more about our values.
Who We Help
Hear from some of our clients about their experience with us.
How to Find Us
We have offices in Durham and South Shields.
Charity & Community
Supporting our local community is important to us.
What We Do
Retirement
Retirement Options
Make a more informed choice in retirement.
Pension Consolidation
Consolidate your pensions into one easy to manage pot.
Planning Ahead
Is your financial plan on the right track?
Lifetime Allowance
Updated
What does the removal of the Lifetime Allowance mean for me?
Investments
Ongoing Management
Investments managed by the experts.
Where Can You Invest?
From property to stocks and shares, there's a lot of options out there.
Investment Risk
What is your capacity for loss and attitude to investment risk?
ESG Investing
Consider environmental, social and governance factors for your investments.
Estate & Tax Planning
Leaving a Legacy
Make sure your assets pass down to the right people.
Inheritance Tax
Will Inheritance Tax affect your estate when you die?
Maximise Allowances
Be tax efficient by maximising your ISA allowances.
Events
Our Events
We host regular pension clinics both virtually and in person.
Services for Business Owners
Make your business work as hard as you do with expert financial advice specifically for business owners.
Find out more
The content in this website is for information only and should not be taken as advice. Furthermore, this website may not disclose all of the risks associated with the products we recommend to you. To find out more, get in touch with us.
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.
How it Works
Our Process & Fees
How we work, from your initial enquiry to finding your financial partner for life with us.
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Featured Content
Retirement Planning
Investments
Estate Planning
Protection Planning
Business Owners
Industry Insights
Financial Guides
Pension Consolidation
Retirement Planning
Our Financial Planner Matthew answers 4 of the most common questions we get about Pension Consolidation in this video.
Latest Market Update
Industry Insights
Watch our latest Market Update, which looks at market performance and the latest industry news which could impact your investments.
Annuities Explained
Retirement Planning
Annuities can provide you with a guaranteed income for life in retirement, in exchange for a lump sum.
Inheritance Tax Explained
Estate Planning
Tax levied on the transfer of property or wealth from one person to another on death.
Your Retirement Options
Retirement Planning
Make a more informed choice when it comes to your retirement by understanding your options.
Free Financial Guides
Guides & Resources
We have several different guides available to teach you more about financial services.
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Resources
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Client Stories
February 16, 2024
Client Stories
Travelling The World After Early Retirement
Graham and Janet came to see us in 2021, after deciding they wanted to review their options - now they're enjoying early retirement.
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March 7, 2023
Client Stories
Real Retirement: What our clients are up to
This week a couple of our clients have shared photos of themselves enjoying retirement.
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January 16, 2023
Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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January 16, 2023
Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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January 16, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
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January 16, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
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January 16, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
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January 16, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
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January 16, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
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January 16, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
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January 16, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
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January 16, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
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January 16, 2023
Industry Insights
Majority of savers dip into their pension before they retire
More than three quarters (78 per cent) of retirees have already dipped into their pension pots by the time they retire.
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January 16, 2023
Industry Insights
Advice on cash surges nearly 50% in three years
Two thirds (66%) of UK independent financial advisers and wealth managers are now advising on cash, a new study has revealed.
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January 16, 2023
Industry Insights
Home buyers ‘gamble’ with retirement as more mortgages run past state pension age
In the past three years, over a million people have taken out a new mortgage that will run past state pension age.
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January 16, 2023
Industry Insights
Value of pension pots rises by 16% but gender gap remains
The average retirement savings for men totalled £16,390 compared to £13,844 for women.
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January 16, 2023
Industry Insights
DWP rejects calls to extend state pension underpayment review
The Department for Work and Pensions (DWP) has rejected MPs calls to extend its state pension underpayment review to include divorcees.
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