Who we are

independent financial advice that makes a difference.

Since 2011 we've been helping hard-working people get the most out of their finances with straightforward financial planning.
Get in touch with an adviser

Our Core Values Shape Everything We Do.

upfront

There's no wool-pulling at Wealth of Advice. We're a 'look you in the eye' type of partner. What we say might not always be what people want to hear - but it'll always be in their best interest.

caring

We're a family firm at heart - through thick and thin we look after our clients and we look after each other. We meet people with warmth, and we treat people the way we want to be treated.

Friendly

We're a relaxed, approachable team - no showiness, no egos. We make people feel comfortable, we make the process feel easy, and we enjoy ourselves while we do it.

Driven

We never settle. Hard work and a thirst for knowledge fuel this business. We're always looking to improve and to grow - whether it's our clients' investments or our own qualifications.

independent financial advice from the experts.

no-nonsense financial planning

As a Wealth of Advice client, you'll receive expert retirement planning advice from people who know their stuff. We spell it all out without the jargon, with out no nonsense approach to financial planning.

your financial picture

As well as helping you manage your finances in retirement, we're also on hand to provide any additional services you might require as time goes on. This can be anything from setting up a Will to making sure you have a Power of Attorney.

what do our clients think?

Every January, we host our Annual Client Conference at Durham Cricket Club. In 2024, we asked our client John to give us some feedback about our services and the event.

Meet our team

We have a growing team of friendly people who want to help you reach your financial goals.
Chris Breward FPFS
Managing Director & Chartered Financial Planner
Chris launched Wealth of Advice in 2011 after over a decade within the financial services industry. He's still very much at the heart and soul of the business.

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

Matthew Sinclair APFS
Director & Chartered Financial Planner
Matthew has won the NMA Award for being one of the Top 35 Advisers under 35 in 2022. As well as providing financial advice to our clients, Matthew is also the trustee of a local charity.

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
Pension Transfers
– AF7, 2020
Retirement Income Planning
– AF8, 2020
Pension Income Options
– JO5, 2021
Financial Planning Process
– AF5, 2021
Retirement Income Planning
– AF8, 2022
Discretionary Investment Management
– J10, 2022
Chartered Financial Planner
– APFS, 2022
Equity Release -ER1, 2023
Awarded Advanced Diploma in Regulated Financial Planning

Aimee Watson APFS
Chartered Financial Planner
Aimee joined Wealth of Advice after completing a Law degree at Northumbria University in 2014. Aimee is Chris's niece, and loves helping people to plan their retirement.

Financial Services, Regulation and Ethics – R01, 2014
Financial Protection
– R05, 2014
Investment Principles and Risk
– R02, 2015
Pensions and Retirement Planning
– R04, 2015
Personal Taxation
– R03, 2016
Financial Planning Advice
– R06, 2016
Pensions Update
– R08, 2017
Pension Transfers
– AF7, 2018
Pension Income Updates
– J05, 2019
Senior Management & Supervision
– AF6, 2022
Chartered Financial Planner - APFS, 2022
Awarded Advanced Diploma in Regulated Financial Planning

Thomas Fraser
Operations Manager
Thomas joined us in 2020 with a broad remit around digitising the company and improving processes. Thomas has a degree in Physics and has a background in various technology companies.
Jordan Linfoot APFS
Head of Investment Research & Chartered Paraplanner
Jordan joined the business in 2018 and works very closely with our financial planners, providing technical support to enable them to come up with the best investment and pension advice for clients.

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
Discretionary Investment Management
– J10, 2020
Investment Planning
– AF4, 2020
Securities Advice and Dealing
– J12, 2021
Pension Transfers
– AF7, 2021
Pension Income Options
– J05, 2021
Personal Tax & Trust Planning
– AF1, 2021
Trusts
– J02, 2021
Financial Planning Process
– AF5, 2022
Retirement Income Planning
– AF8, 2022
Awarded Advanced Diploma in Regulated Financial Planning

Gemma Johnston
Head of Administration
Gemma has been with Wealth of Advice since 2015. As Head of Administration, Gemma is always on hand to support the team and our clients with all day to day activities.

Life Office Administration – FA1
Pension Administration
– FA2

Jodene Breward Dip PFS
Head of Platforms
Jodene joined the business in 2013 and is responsible for managing the investment platforms where client money is held.
Skye Bulmer
Head of Marketing
Skye joined us in 2021 with a focus on growing the business. She creates our video content, as well as running our social media channels and marketing strategies.
Kaylee Bennett
Paraplanner
Kaylee has worked in the financial services industry since 2006, and has gained valuable knowledge in many aspects of financial advice during this time.

Pensions and Retirement Planning - R04, 2022

Jessica Taylor
Paraplanner
Jessica joined us in 2020, coming from a financial planning background. She has moved from providing administrative support to carrying out wider Paraplanning duties for the firm.

Financial Services, Regulation and Ethics – R01
Financial Protection
– R05
Investment Principles and Risk
– R02
Pensions and Retirement Planning
– R04

Jay Hutler
Trainee Paraplanner
Jay joined the Wealth of Advice team in 2022, and provides valuable support to our Paraplanning team as he trains within the business.

Financial Services, Regulation and Ethics – R01

Abbie Ramplin
Administrator & HR
Abbie joined us after completing a degree in Business Management in 2017. Abbie is Chris’s niece, and provides administrative support to the team and clients with an added focus on estate planning.

CIPD Level 3 Human Resources – 2019
Financial Services, Regulation and Ethics –
R01, 2019
Investment Principles and Risk – R02, 2021
Pensions and Retirement Planning
– R05, 2021

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

Financial Services, Regulation and Ethics – R01, 2021
Financial Protection
– R05, 2022

Clare Cornish
Administrator
Clare joined us in 2022 having worked as a financial planning administrator for over 20 years.
Emma Corbett
Front of House Administrator
Emma joined our team in 2022, having 4 years of customer service and administration experience. She is the first point of contact for the company.
Marcin Kubiak
IT Technician
Marcin joined us in 2022, and looks after the IT needs of the business. In his spare time he enjoys photographing the local area.
Deborah Watson
Administration Assistant
Deborah is Chris’s sister and she joined the Wealth of Advice team in 2012. She provides assistance to our administration department on a part-time basis.

"we made the right decision to use them as a professional adviser for our plans and future, as they are now as important to our plans as we are ourselves."

Independent financial advice from people who care about your goals.
Get in touch with us
C Shepherd
Client since 2020

What are you waiting for?

book your initial meeting.

Our initial consultations are at our expense, and there's no commitment to stay with us after our discussion with you.

We want to help you get on the right track for your retirement, whether that's travelling the world or spending more time with the grandkids.

We'll be with you every step of the way as your financial partner for life - if you'll have us!
Book in your initial meeting with us
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