TESTIMONIALS
Below are just some of the thoughts and opinions of the people we have advised over the years.
We take great pride in helping our clients make the most of their money.
Their consistently high levels of satisfaction ultimately led to Wealth of Advice being named as one of VouchedFor’s Top Rated Advisers in 2015, 2016 and 2017.
Find out what it means to be a Top Rated Adviser by clicking here.
COUNTY DURHAM
“I wanted an adviser with good qualifications and experience along with excellent recommendations. Chris helped me with sound advice about my pensions and financial planning. Everything is progressing exactly as Explained by Chris and his excellent team.”
Ian, Durham 24th July 2016
“Chris is patient, friendly and professional – having very little idea about finance and never having had any financial advice I was a little nervous about meeting Chris, no need! Chris quickly understood my issues and clearly explained the options available to me, using practical examples where needed. By the time I left his office we had a plan in place and I felt totally confident Chris could deliver it.”
Ray, Durham 24th July 2016
“I recently contacted Chris for investment and pension advice. So far the service I have experienced has been prompt and courteous. Chris always responds quickly to e mails, and his explanation of the investment product he suggested for me was clearly set out in the documentation he has provided for me. Its early days yet, but so far I’m looking forward to seeing my investment grow. Hopefully Chris will help me steer a clear course to early retirement.”
Joan, Durham 24th July 2016
“Chris took time to understand my situation and exactly what was required. He gave me a wide range of options but was able to highlight the ones he knew would suit my attitude to have something stable and low risk. Everything was explained very clearly throughout, allowing me to make an informed decision and to not be intimidated by the process. I couldn’t recommend Chris highly enough.”
Claire, Durham 24th July 2016
“I was looking to accessing my pension but not getting any help from my pension provider. Chris advised me to move my pension to another provider and helped me understand the options available to me and how best to make my pension work for me. I am 55 in a few weeks’ time but Chris has helped me plan my next steps, so hopefully things will go according to plan once I am able to access my pension.”
Susan, Durham 24th July 2016
“I had a company pension with a provider who only seemed interested in providing an annuity and I wanted to investigate other options. Chris didn’t give any hard sell and explained the services he had to offer. He went through pension options in a relaxed and professional manner, highlighting both the benefits and risks involved in the various options. The pension has been transferred to another provider giving a draw down option, that is what I wanted.”
Barrie, Durham 24th July 2016
“We were approaching auto enrolment so needed advice as to the best options available to us. We also needed advice on current schemes in place. Chris has a no nonsense approach which really helped us. He was sympathetic to both the business needs but also to the individual. He made the process seamless for us and together with his team provided a brilliant service. The service he provided ticked all of the boxes regarding our requirements and the schemes we are now running suit our needs.”
Lynsey, Durham 24th July 2016
“I needed some pension advice. Chris and his team listened to what I wanted and came up with the best solution for me. They were non judgemental and understanding and the knowledge was brilliant. The information I got was quick, clear and accurate, and I wouldn’t hesitate to recommend Wealth of Advice. Chris got a perfect outcome for me.”
Norma, Durham 24th July 2016
“Chris came up with a suggested financial package as to how to generate the best return from my retirement funds. It’s early days as I’ve just signed up, but I have received professional advice and attitude with no pressure to sign up / agree. The staff are also very professional.”
Kim, Durham 24th July 2016
"I needed to set up pension for one of the directors in the company. Chris advised on life insurance via company, and investment of cash within company. He set up our pension and life insurances, and also discussed the directors' view on risk taking to advise on investment of cash in company. All items were addressed."
Jeff, Durham 24th July 2016
“I had a pension scheme with my previous employer and was told that if I don’t transfer the money I’d lose it. I was told that that the pension scheme was only going to talk to an adviser. I was running out of time (I had six months to transfer the scheme) and was worried I’d lose the money.
“Even though he would not normally deal with such a small pension pot, he said he would help. Chris found a pension provider that specialises in small amounts and is a very good value for money and flexible.”
Sarka, Durham 24th November 2016
CLEVELAND
“Chris talks in facts and not false promises, is honest and fair. if a product is not the one for you he will tell straight forwardly. He talks in a language that the regular man in the street will understand without being condescending. I would and have highly recommended Chris to family, friends and colleagues and will continue to do so. Chris and his staff keep in regular contact making sure I am happy with his services and products.”
David, Cleveland 24th July 2016
“Was not too much trouble to come and visit me and my partner in a remote location and after an initial chat made several follow up contacts on our behalf to our employer to clarify pension entitlements. Always kept us informed on progress and indeed the final response and what choices were available to us.”
Paul, Cleveland 24th July 2016
“Clear, concise information given with a clear outline of choices that can be made, with Chris giving his advice and suggestions in a calm reassuring manner. Absolutely faultless advice given to me over the years on a matter of differing financial aspects.”
Robert, Cleveland 24th July 2016
“Chris Breward’s service is prompt and accurate. His advice is straight to the point, and easily understood and very beneficial my finances. He is an excellent problem solver! His advice is great value.”
Charles, Cleveland 24th July 2016
TYNE & WEAR
“Chris cuts through the financial jargon and gives straight forward advice in plain understandable language. The advice given is about what your financial plans are, not what a financial institution wants you to believe they should be.”
Tony, Tyne & Wear 24th July 2016
“Ever since I first contacted Chris he has been readily available to advise me on my financial needs. He has been able to answer all my questions and has provided professional guidance and advice every step of the way.”
John, Tyne & Wear 24th July 2016
“My father was going into care and we needed financial advice on the pensions and retirement income for him whilst being able to manage his ongoing care costs. Chris arranged for the transfer of my father’s occupational pension scheme into a more appropriate SIPP taking away the uncertainty of his old scheme. We have managed to move pension schemes seamlessly and are always kept well up to date as to the current situation.
“Chris is always proactive in his approach and if he feels there are better solutions he will bring them to our attention.”
Steve, Tyne & Wear 24th July 2016
“I selected Chris as my financial adviser in 2004 and have been with him ever since.
He is very affable and professional, a very good listener and firstly gets to know and understand your situation, goals and objectives. More importantly, he is excellent at converting financial jargon into simple English so that the explanations he gives and the recommendations he makes are easily understood. To date his recommendations have been excellent and tailored to suit changing needs. I have recommended Chris to several relatives and friends.”
Peter, Tyne & Wear 24th July 2016
“Chris is patient, friendly and professional I contacted Chris for Pension advice (I had 4 different pension pots). So far the service I have experienced has been excellent. Chris always responds quickly to e mails, and his explanation of the Pension product he suggested for me was clearly set out in the documentation he has provided for me.
He also contacted the other Pension companies for me to request the full policy details and explained these fully to me. I would totally recommend Chris to anyone wanting financial advice.”
Pauline, Tyne & Wear 24th July 2016
OUTSIDE OF UK
“I have found both Chris and his staff have been very effective in providing information and solutions to both mundane and technical questions. Being a UK ex-pat I rely on Chris updating me with local UK financial conditions, and this has been effectively handled. Charges and risk have been well explained and I consider Chris understands my financial goals.”
Peter, outside of UK 24th July 2016
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Swale House,
Unit 3 Mandale Park,
Belmont Estate,
Durham,
DH1 1TH
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0191 384 1008
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