Who We Work With

Our clients are at the heart of everything we do.

We have more than 600 happy clients, and we're with them for every step of their financial journey.
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who do we help?

We help hard-working people to retire comfortably - sometimes earlier and happier than they expected.

Our typical client is someone who lives in the North East, has worked all of their life and is getting to the point where they'd like to start enjoying their later years.

After an initial meeting with one of our advisers, we'll present you with a recommended plan for your retirement. After that, it's up to you whether you want us to become a part of your retirement journey.

No unexpected fees, and no jargon - our approach means you'll understand our recommendations every step of the way, and we'll always tell you which parts of our services require a fee before you commit to any decisions.

“I trust their judgement 100% and have no hesitation recommending wealth of advice to anyone seeking financial advice.”

We're trusted by the people you trust.
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M Pitelen
Client since 2011

we pride ourselves on our client referrals.

Our main source of new business comes from our existing clients, who are happy to pass our name on to their network.
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case study

michael t

Early retirement with solid financial advice
‍‍Michael first got in touch with Wealth of Advice in 2017, after being introduced to Chris by friends. He was a manager at Caterpillar, and was keen to put a plan in place to retire at age 55.

As well as retiring early, Michael wished to pay off his mortgage and to provide his daughters with financial support to get onto the property ladder in the future. He wanted advice from us to make sure that his pensions would provide financial security for himself and his wife throughout retirement.

With advice from Wealth of Advice (and the help of some additional savings outside of his pension), Michael was given the peace of mind that he could retire at the age of 54, knowing his family's financial future was secure.

In retirement, Michael is following Sunderland AFC, gardening, spending time with his family and playing golf.

Over the years, Michael has valued the regular reviews to ensure that his financial plan is on track and attending client seminars to hear from fund managers.

As a result of the service that Michael has received, he has recommended that friends and family talk to us about their own financial affairs.
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hear what our clients think of us

“from the very first meeting we have felt we have had the very best detailed advice and clear information.”

No nonsense, no jargon.
Just straightforward financial advice.
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C Shepherd
Client since 2020

what are you waiting for?

book your initial meeting.

Our initial consultations are at our expense, and there's no commitment to stay with us after our discussion with you.
We want to help you get on the right track for your retirement, whether that's travelling the world or spending more time with the grandkids.

We'll be with you every step of the way as your financial partner for life - if you'll have us!
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