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About Us
Who We Are
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Who We Help
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How to Find Us
We have offices in Durham and South Shields.
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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.
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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.
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Industry Insights
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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.
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We have several different guides available to teach you more about financial services.
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Featured
Retirement
Investing
Estate
Protection
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Insights
April 15, 2024
Retirement Planning
How to Track Down and Reclaim Your Lost Pensions
In the UK, there are billions of pounds sitting in unclaimed pensions, waiting for their rightful owners to come forward.
FInd out more
April 11, 2024
Retirement Planning
The Pros and Cons of Pension Consolidation: Is It Right for You?
The advantages and disadvantages of pension consolidation, along with essential factors to consider before making a decision.
FInd out more
March 22, 2024
Industry Insights
More than £50bn of pension savings ‘at risk of being left behind’
The research suggested that at least 4.8 million pension pots were considered to be ‘lost’ among the UK population in 2023.
FInd out more
February 5, 2024
Industry Insights
Mid-lifers facing uphill challenge to save for comfortable retirement
A savings pot of around £530k in today’s money terms is needed for a comfortable retirement, and that’s on top of state pension income.
FInd out more
September 25, 2023
Retirement Planning
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
FInd out more
July 28, 2023
Industry Insights
Pensions Regulator calls for schemes to offer members midlife MoTs
“That planning should start sooner rather than later. Taking the midlife MoT should be seen as an essential part of the pensions journey.”
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Next
April 15, 2024
Retirement Planning
How to Track Down and Reclaim Your Lost Pensions
In the UK, there are billions of pounds sitting in unclaimed pensions, waiting for their rightful owners to come forward.
FInd out more
April 11, 2024
Retirement Planning
The Pros and Cons of Pension Consolidation: Is It Right for You?
The advantages and disadvantages of pension consolidation, along with essential factors to consider before making a decision.
FInd out more
September 25, 2023
Retirement Planning
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
FInd out more
July 14, 2023
Retirement Planning
Pension Consolidation: 4 Common Questions Answered
Consolidating your pensions can offer benefits such as reduced administration, potential cost savings, and improved investment performance alignment.
FInd out more
Retirement Planning
What to Expect in Retirement.
After a lifetime of working and saving, it's important to have a clear plan in place for how to make the most of your golden years.
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Next
Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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February 10, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
FInd out more
February 10, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
FInd out more
February 10, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
FInd out more
February 10, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
FInd out more
February 10, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
FInd out more
February 10, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
FInd out more
February 10, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
FInd out more
February 10, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
FInd out more
June 21, 2023
Business Owners
Securing your retirement as a business owner
A pension can allow you to extract wealth from a business tax-efficiently, which can build up over time to help with your long-term financial plan.
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June 20, 2023
Business Owners
How to take income from your company
Deciding how to take income from your company can be hard. I've covered the pros and cons of salaries, dividends and employer pension contributions.
FInd out more
April 12, 2024
Industry Insights
Upping contributions by inflation could increase savings pot by £124,000 over 40 years
Upping investment or pension contributions in line with inflation can increase the size of saving pots by up to £124,000 over 40 years.
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April 11, 2024
Industry Insights
Government urged to ban pension switching incentives
Cash incentive offers make savers more likely to ignore the fine print and switch their pension to a worse option.
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April 10, 2024
Industry Insights
Almost half of Brits worry about pensions due to political instability
Follow-up research into proposed changes from the Budget also found that 61 per cent of people had not heard of the pot for life reform.
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April 9, 2024
Industry Insights
Half of under-50s have doubts over future of state pension
Half of under 50-year-olds believe there probably won’t be a state pension by the time they retire.
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April 8, 2024
Industry Insights
Savers concerned about ‘reality’ of lifetime provider proposals
51% said they are worried that a member choice model could widen the pension gap between those who are financially confident and those who aren't.
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