MEET OUR TEAM
Chris launched Wealth of Advice seven years ago after over a decade working within the financial services industry.
His ethos was simple – to build a successful business based on trust and to establish a client portfolio grown through word of mouth and the company’s ability to deliver maximum return on investment for their customers.
Seven years later, Chris remains at the heart and soul of the business but is supported by a team of experts, including his wife Jodene, sister Deborah and nieces Aimee and Abbie.
Wealth of Advice is very much a family business.
Chris is one of only a select band of advisers with the advanced financial planning qualifications necessary to attain Fellowship of the Personal Finance Society and has elected to use the title Chartered Financial Planner, as he feels the term Chartered helps demonstrate to both existing and potential clients a high level of professionalism and dedication towards providing the right service and advice at all times.
Chris is from Peterlee and lives in Trimdon with Jodene.
INDEPENDENT FINANCIAL ADVISER & HEAD OF PENSION TRANSFERS
Aimee joined the business in 2014 after completing a law degree at Northumbria University.
Since then she has undertaken additional qualifications, completing a Diploma in Financial Planning in 2016. She then went on to earn the requisite qualifications to become an independent financial adviser, enabling her to provide quality advice to Wealth of Advice’s ever-growing client portfolio.
In 2018 Aimee completed the Pension Transfers (AF7) exam and became a Pension Transfer Specialist as well as Head of Pension Transfers.
Aimee is one of the main points of contact for client pension enquiries, and her next aim is to achieve Chartered Financial Planner status.
Away from the office, Aimee is an avid Manchester United supporter and attends matches with Chris when she can. She also loves holidays and keeping fit.
Independent Financial Adviser
Mike joined Wealth of Advice in 2018 and has nearly 20 years’ financial services experience, having worked in the industry since completing a Degree in Financial Services in 1999.
He and Chris have known each other since university and also worked together in Manchester many years ago. So, when the opportunity arose to join the team and work with Chris again, Mike took it.
Mike has also completed the Diploma in Financial Planning and holds the appropriate qualifications to offer independent financial advice, allowing him to provide support and advice to all Wealth of Advice clients.
Mike lives in South Shields with his wife and daughters, who keep him busy, as well as supporting Newcastle United.Statement of Professional Standing (PDF)
HEAD OF PLATFORM SERVICES
Jodene joined the business in 2013 and is responsible for managing the investment platforms where client money is held.
Wealth of Advice now manages a portfolio of over £115m on behalf of clients so Jodene’s expertise is vital in ensuring the clients fundsd are efficiently managed on the platforms.
She is also the main point of contact for many of Wealth of Advice’s longest standing clients.
Away from work, Jodene loves watching sport and has a Sunderland season ticket.
Head of Investments Research and Adviser Support
Natasha achieved a degree in Geography at Newcastle University in 2013 and later went on to gain some experience in the financial services sector before joining the team at Wealth Of Advice in June 2015.
Natasha has a keen interest in the investment market and world economies and monitors this carefully while carrying out fund research, creating the in-house model portfolios that client funds are invested in, along with more bespoke investment solutions as and when they are required for particular clients.
She has completed the Diploma in Financial Planning and is now a Pension Transfer Specialist.
Away from the office Natasha enjoys long walks with her dog, taking holidays and socialising with friends and family.
Jordan joined the business in April 2018 as a paraplanner and works closely with the financial advisers, providing technical support to enable them to come up with the best investment and pension advice for clients.
Jordan does a lot of work behind the scenes, preparing plans and reports to present to clients having researched the best financial solutions available at any given time.
He is also responsible for general client liaison and plays a big part in the annual reviews process reporting to clients how their investment has performed over 12 months.
Jordan, who lives in Prudhoe and enjoys cycling, sports and reading, is currently studying towards a diploma and will undertake his last exam in October.
His aim is to become a financial adviser in the future.
Matthew joined Wealth of Advice in 2018, and works closely with the advisers, providing technical support in relation to investment and pension planning.
Matthew gained five years’ experience within the industry working for a large wealth management firm, whilst completing his Masters in Computer Science.
As well as preparing research and reports for the advisers, he also oversees Wealth of Advice’s online client portal (Personal Finance Portal).
Matthew, who lives in Gateshead, enjoys a wider range of sports including bowls and football, and is a keen Newcastle United fan. He enjoys keeping fit and is an avid park runner.
Head of Administration
Gemma has been with Wealth of Advice since 2015, having worked within the finance industry for 17 years.
As Head of Administration, Gemma is the first point of contact for anyone contacting Wealth of Advice and is on hand to support the team and clients with all day to day activity.
She is passionate about the business and providing clients with the best possible service.
Gemma holds Certificates in Financial Administration and Pensions Administration from the Chartered Insurance Institute.
Gemma lives in Peterlee with her husband and young daughter, and when she is not with them she enjoys keeping fit and completing park runs.
Abbie joined Wealth of Advice in 2017, after achieving a degree in Business Management at Newcastle University.
She is currently studying for the Diploma in Regulated Financial Planning and has just completed her first exam.
Abbie provides administrative support to the team and clients with an added focus on wills, trusts and estate planning processes.
Abbie lives in Peterlee and is a keen cinema goer and enjoys regularly dining out with friends and family.
One of the newest additions to the Wealth of Advice team, Charlotte started as an administrator in October 2018 and is currently studying towards a certificate in business administration.
Charlotte offers support to the company’s growing client support department to ensure that every customer receives the best possible service.
As her first year with Wealth of Advice draws to a close, Charlotte is very much looking forward to developing as an individual by completing qualifications which will enable her to progress within the business.
Charlotte is from Coxhoe and in her spare time enjoys socialising with friends and shopping.
Cristina is originally from Madrid and moved to Durham in 2018. She joined Wealth of Advice in August 2019 after completing a degree in Business Management at New College Durham.
She is currently studying towards the Diploma in Regulated Financial Planning and is preparing for her first exam.
Cristina provides administrative support to the team with an added focus on Marketing.
In her spare time, she enjoys exploring the local area and particularly visiting Beamish Museum.
Liam joined the business this year as accountant for Wealth of Advice.
His role is predominantly behind the scenes, managing accounts for the company to ensure that all money in and out is properly accounted for.
He gained an Accounting degree at Newcastle Business School and has recently completed his last exam enabling him to achieve the ACCA accreditation for accountancy.
Away from work Liam lives with his fiance in Houghton and is an avid supporter of Newcastle United.
Deborah is Chris’s sister and she joined the Wealth of Advice team in 2012.
Deborah provides assistance to the administration department of the firm on a part time basis.
Away from Wealth of Advice, Deborah enjoys dining out with friends and family and socialising.