Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
At Wealth of Advice, we love helping our clients achieve the retirement they’ve always dreamed of. This year, we wanted to celebrate those dreams—and give back to a cause close to our hearts—by creating a special charity calendar featuring photos of our clients enjoying their retirement adventures.
From holidays abroad to hobbies like golf and scenic walks, the calendar captures the joy and possibilities of life after work, while raising vital funds for St Cuthbert’s Hospice in Durham.
Throughout 2024, we invited clients to share photos of themselves doing what they love most in retirement. The response was incredible! The calendar features beautiful snapshots from their travels and activities, as well as contributions from our own team.
One client shared photos from a life-changing trip to Australia and New Zealand, saying:
"My wife and I took early retirement in September last year, age 55. One of our goals is to travel and explore the world. None of this would be possible without the help and advice from Matthew and all the team at Wealth of Advice."
These stories remind us why we do what we do—to help our clients live life to the fullest, supported by a solid financial plan.
All proceeds from the calendar will go to St Cuthbert’s Hospice, an organisation that provides exceptional care to those nearing the end of life. As proud members of the hospice’s 88 Club, we regularly support their initiatives and are thrilled to help them continue their vital work. This charity holds a special place in the hearts of our team and many of our clients.
The calendar is available now for just £7.50, with all proceeds going directly to St Cuthbert’s Hospice. Here’s how you can get your copy:
Calendars will also be available for purchase at our Annual Client Conference at Durham Cricket on January 31, 2025.
We couldn’t have created this calendar without the amazing contributions from our clients, and we’re so grateful for their willingness to share their special moments. Together, we’re celebrating the joys of retirement and making a difference in our community.
Let’s make 2025 a year of giving, gratitude, and great memories. Thank you for your support—and don’t forget to grab your calendar today!
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