Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
At Wealth of Advice, we believe great financial planning starts with great conversations.
That's why we host a range of events throughout the year designed to educate, inspire and bring people together - whether you're already a client or simply curious about planning for a more confident future.
We regularly update our events calendar with new workshops and community activities. If you'd like to be the first to hear about what's coming up, you can join our mailing list to receive our monthly newsletter.
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Presented by our Chartered Financial Planners, our monthly Market Updates provide an insight into the latest industry news and market performance.
Receive an invitation to our upcoming events before anyone else, such as our next Retirement Workshop or any educational webinars we may host.
Get helpful retirement resources such as our latest educational videos and blogs delivered to your inbox each month, so you never miss a thing.
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Our Annual Client Conference brings together clients, industry experts and our advice team for a day packed with insight, discussion and planning. Designed to help our clients navigate the ever-changing financial landscape, attendees hear from a line-up of engaging speakers who shared practical guidance, market perspectives and thoughtful commentary on the opportunities and challenges ahead.
Our 2025 Client Golf Day at Castle Eden Golf Club was a huge success, with many of our clients bringing their friends along for a day of fun and fundraising.
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