Retirement workshop:
Your retirement checklist

in person: Thursday 25th july, 5pm
Wealth of Advice, Belmont Industrial Estate, Durham, dh1 1th
webinar: tuesday 23rd july, 12pm

Our next retirement workshop will feature a presentation by our financial planners, focusing on retirement topics such as:

  • What Does Retirement Mean For You?
  • Key Things To Consider As You Approach Retirement
  • Different Types of Pensions Explained
  • Your Retirement Options
  • Common Questions When Approaching Retirement
  • How Financial Planning Can Help

Sign up today if you're looking for guidance on your retirement journey.

Sign Up To Secure Your Place At Our Retirement Workshop

Please confirm whether you will be attending our event in the office on 25th July, or our webinar on 23rd July.

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Wealth of Advice Golf Day 2024

Castle Eden Golf Club, October 4th 2024

We're hosting a Golf Day for our clients at Castle Eden Golf Club this year. If you're interested and would like to secure a place, please fill in the registration form.

Limited spaces are available so we'd recommend signing up as soon as you can!

Register Your Interest in our 2024 Golf Day

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Client Events

Annual Client Conference

Held at Durham Cricket Club in January, our clients get the opportunity to have their questions answered by industry experts.

Register Your Interest In Our Annual Client Conference 2025

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