“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

“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

“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

“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

“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

“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

“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

“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

“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

"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

“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