0191 384 1008
enquiries@wealthofadvice.co.uk
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.
Resources
Resources
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.
Stay up to date with the latest news and updates
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