Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
What does that mean? In simple terms, this list celebrates the best financial planning firms in the UK – those who go above and beyond for their clients and the profession.
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It’s not just about numbers – it’s about quality advice, innovation, and care for clients.
We’re proud to be recognised among the top firms shaping the future of financial planning. A huge thank you to our amazing team and our clients for trusting us to guide your financial journey.
You can read their summary of our entry below:
This article was originally published by Citywire New Model Adviser on 10th November 2025
A Durham-based financial advisory firm that typically focuses on retirement and investment planning, Wealth of Advice has had a year of prosperous returns, forecasting 44 new clients and a 12% gain in wealth assets under advice by the end of the year.
Bringing nominative determinism to the financial sector, the firm has stood out by offering an abundance of advice transcending the financial. They offer after-life guidance to their clients, such as estate planning, wills, and lasting power of attorney.
Over the last 12 months, the firm has taken a multimedia approach to its marketing strategy. In January of this year, it started a weekly podcast called Retire Well, educating pre-retirees on retirement planning that has so far clocked up 120,000 streams.
The firm also invests significantly into the local region, with some members acting as trustees and advisers for local university and hospital public bodies.
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