Meet The Team

EXAMINATIONS PASSED

Financial Planning Certificate – FPC, 2000
Taxation & Trusts – G10, 2003
Personal Investment Planning – G20, 2003

Advanced Financial Planning Certificate– AFPC, 2004
Pension Planning – G60, 2004
Retirement Options – K10, 2004
Mortgage Advice Qualification – MAQ, 2005
Pensions – CF9, 2006

Pension Funding Options – J04, 2008
Personal Tax & Trusts Planning – AF1, 2008
Pension Income Options – J05, 2009

Chartered Financial Planner – APFS, 2009
Financial Planning Process – AF5, 2009
Financial Services, Regulation & Ethics – RO1, 2011
Fellow of the Personal Finance Society – FPFS, 2013
Pensions Update – R08, 2015
Pension Transfers – AF7, 2017

STATEMENT OF PROFESSIONAL STANDING

Mr Christopher Breward
FCA Individual Reference Number: CRB01110

People must be approved by the FCA before giving financial advice. You can check if this person is approved by the FCA to give advice by going to fca.org.uk/register and searching with their FCA individual reference number shown above.

The Chartered Insurance Institute (CII) has issued this statement to the above named adviser. The CII has checked that the adviser meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).

Date of issue: 1 July 2019
Valid until: 30 June 2020

View certificate as a PDF.

 

CHRIS BREWARD

CHARTERED FINANCIAL PLANNER, FPFS

MANAGING DIRECTOR

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.

Call Chris on: 0191 384 1008
or email: cbreward@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2014
Financial Protection – RO5, 2014
Investment Principles and Risk
 – RO2, 2015

Pensions and Retirement Planning – RO4, 2015
Personal Taxation
 – RO3, 2016

Financial Planning Advice – RO6, 2016
Pensions Update – RO8, 2017
Pension Transfers – AF7, 2018
Pension Income Updates – J05, 2019

Awarded Diploma in Regulated Financial Planning

STATEMENT OF PROFESSIONAL STANDING

Ms Aimee Watson
FCA Individual Reference Number: ALW01089

People must be approved by the FCA before giving financial advice. You can check if this person is approved by the FCA to give advice by going to fca.org.uk/register and searching with their FCA individual reference number shown above.

The Chartered Insurance Institute (CII) has issued this statement to the above named adviser. The CII has checked that the adviser meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).

Date of issue: 1 February 2019
Valid until: 31 January 2020

View certificate as a PDF.

AIMEE WATSON

DIP PFS

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.

Call Aimee on: 0191 384 1008
or email: awatson@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services & Their Regulation – FP1, 2000
Investment Principles, Markets & Environments – J06, 2012
UK Financial Services, Regulation & Ethics – CF1, 2013
Financial Protection – CF3, 2013
Financial Services, Regulation and Ethics – R01, 2015
Pensions and Retirement Planning – R04, 2018
Financial Services, Products & Solutions – LP2, 2018

STATEMENT OF PROFESSIONAL STANDING

Mr Michael Weedon
FCA Individual Reference Number: MAW01310

People must be approved by the FCA before giving financial advice. You can check if this person is approved by the FCA to give advice by going to fca.org.uk/register and searching with their FCA individual reference number shown above.

The Chartered Insurance Institute (CII) has issued this statement to the above named adviser. The CII has checked that the adviser meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).

Date of issue: 1 March 2019
Valid until: 29 February 2020

View certificate as a PDF.

MIKE WEEDON

DIP PFS

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.

Call Mike on: 0191 384 1008
or email: mweedon@wealthofadvice.co.uk

JODENE BREWARD

DIP PFS

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’ funds 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.

Call Jodene on: 0191 384 1008
or email: jbreward@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2014
Investment Principles and Risk – R02, 2015
Personal Taxation – R03, 2015
Pension and Retirement Planning – R04, 2016
Financial Protection – R05, 2016
Financial Planning Advice – R06, 2016
Pension Update – R08, 2017
Pension Income Options – J05, 2017
Pension Transfers – AF7, 2017
Discretionary Investment Management – J10, 2018
Investment Planning – AF4, 2018
Trusts  – J02, 2019
Personal Tax & Trust Planning – AF1, 2019

NATASHA NOBLE

DIP PFS

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.

Call Natasha on: 0191 384 1008
or email: nnoble@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2018
Investment Principles and Risk – R02, 2018
Personal Taxation – R03, 2019
Pension and Retirement Planning – R04, 2019
Pension Income Options – R05, 2019
Financial Planning Advice – R06, 2019

JORDAN LINFOOT

DIP PFS

PARAPLANNER

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 chartered status and has already passed several exams leading up to this. His aim is to become a financial adviser.

Call Jordan on: 0191 384 1008
or email: jlinfoot@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2013
Investment Principles and Risk – R02, 2013
Personal Taxation – R03, 2014
Pension and Retirement Planning – R04, 2014
Pension Income Options – R05, 2015
Financial Planning Advice – R06, 2015
Investment Planning – AF4, 2017

MATTHEW SINCLAIR

DIP PFS

PARAPLANNER

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 wide range of sports including bowls and football, and is a keen Newcastle United fan. He enjoys keeping fit and is an avid park runner.

Call Matthew on: 0191 384 1008
or email: msinclair@wealthofadvice.co.uk

GEMMA JOHNSTON

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.

Call Gemma on: 0191 384 1008
or email: gjohnston@wealthofadvice.co.uk

EXAMINATIONS PASSED

CIPD Level 3 Human Resources – January 2019
Financial Services, Regulation and Ethics
 – R01, 2019

ABBIE RAMPLIN

ADMINISTRATOR

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.

Call Abbie on: 0191 384 1008
or email: aramplin@wealthofadvice.co.uk

CHARLOTTE BAINBRIDGE

ADMINISTRATOR

Charlotte started as an administrator in October 2018. She offers support to the company’s growing client support department to ensure every client receives the best possible service. 

Having completed her Level 3 Business Administration course, Charlotte is very much looking forward to developing as an individual by completing further 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.

Call Charlotte on: 0191 384 1008
or email: cbainbridge@wealthofadvice.co.uk

JAYNE ROBINSON

ADMINISTRATOR

Jayne joined Wealth of Advice in January 2020, after moving back to the North East from Cornwall where she had gained experience in the financial sector working for a wealth management firm.

She provides administrative support to the team and clients, ensuring that excellent service is maintained.

She is keen to start studying for the Diploma in Regulated Financial Planning and complete her first exam.

Jayne is from Hartlepool, and outside of the office she is a music fan and enjoys going to concerts and festivals.

Call Jayne on: 0191 384 1008
or email: jayne@wealthofadvice.co.uk

JESSICA TAYLOR

ADMINISTRATOR

Jessica joined Wealth of Advice in 2020, coming from a financial planning background and having completed a Law Degree in 2017.

Jessica offers support in the administration section of the business, and helps to support the Financial Advisers and Paraplanners in their daily work. She is keen to start her exams within the financial sector and develop her skills and expertise.

Jessica lives locally to the business in Belmont and enjoys going to the gym and completing park runs.

Call Jess on: 0191 384 1008
or email: jtaylor@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2020

AMY CRULLEY

PARAPLANNER

Amy joined Wealth of Advice in 2020, and works closely with the advisers, providing technical support in relation to investment and pension planning.

Since completing her degree in Accounting and Finance at Teesside University, Amy has gained a further 4 years of experience working in the financial services industry.

Amy is continuing to develop her professional expertise, as she works towards her diploma in regulated financial planning, with only 3 exams left to go.

When not at work, Amy, who lives in North Tyneside, completes as many park runs as she can and enjoys spending time in the countryside with her fiancée and dog.

Call Amy on: 0191 384 1008
or email: acrully@wealthofadvice.co.uk

EXAMINATIONS PASSED

Financial Services, Regulation and Ethics – R01, 2019
Investment Principles and Risk – R02, 2020
Financial Protection– R05, 2019

DEBORAH WATSON

ADMINISTRATION ASSISTANT

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.

Call Deborah on: 0191 384 1008
or email: dwatson@wealthofadvice.co.uk

WHAT DO OUR TEAM’S QUALIFICATIONS MEAN?

Chartered Financial Planner: Holds the Advanced Diploma in Financial Planning (APFS) or equivalent and has a minimum of five years’ industry experience. The ‘Chartered’ title can only be conferred under the auspices of the Privy Council and is designed to indicate professional attainment and commitment.

APFS: Holds the Advanced Diploma in Financial Planning or equivalent. This develops specialist planning capabilities supporting the provision of a sophisticated and comprehensive approach to financial management.

DipPFS/DipFA: Holds the Diploma in Financial Planning or equivalent. This develops advanced technical knowledge and understanding across a broad range of key advisory areas as selected by the adviser.