Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
A member of our team will be in touch with you within the next few days to discuss how we can help with your financial plan.
In the mean time, feel free to browse a selection of our free resources that could be of use to you.
The choices you make in retirement impact your income for the rest of your life, so it's worth understanding your options.
An annuity is usually purchased with your pension in order to provide a guaranteed income for life.
Income Drawdown allows you to access your pension flexibly, rather than receiving a fixed amount of income.
Discover why planning for retirement is crucial and how starting early can significantly benefit your future. This video covers key topics such as the advantages of early planning, inheritance considerations, and the differences between state and workplace pensions.
One of the most common questions we get as financial planners is, how do I prepare for retirement? Whether that's from a financial or psychological point of view, we've put together this comprehensive guide which breaks down planning for retirement into 7 easy steps.
Whether you're a beneficiary, executor, or simply curious about inheritance tax laws, our expert insights will provide you with a solid foundation. From the current thresholds and exemptions to strategies for minimising your tax liability, we've got you covered.
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This website is for information purposes only and is not personal advice.
We are committed to providing products and service of the very highest standards. If you feel that we haven't lived up to your expectations in any way, however, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us directly. Accordingly, we will do all we can to resolve your complaint by the end of the next business day. However, if we can't do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. Furthermore, if we haven't issued our response within eight weeks from the date you first raised your complaint, or if you're dissatisfied with our response, you can ask the Financial Ombudsman Service - www.financial-ombudsman.org.uk - for an independent review. The Financial Ombudsman Service will only consider your complaint once you've tried to resolve it with us, so please take up your concerns with us first and we'll do all we can to help.
Wealth of Advice Ltd is a company registered in England and Wales, company number 07709624.
VAT Number: GB131946515