Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Chris Breward founded Wealth of Advice in 2011 because he felt the financial services world needed a straight-talking, no-nonsense approach to financial advice.
Since then, we've grown to a team of 17 people who are actively invested in making sure your financial plan stays on the right track, and we've met some amazing clients along the way.
Our clients are making life-changing decisions and they trust us to help.
In 2024 we became Corporate Chartered Financial Planners, which acknowledges our commitment to the industry and the educational level of our team.
Our advisers are all Top Rated by VouchedFor, and have been for many years. This is all thanks to our clients leaving us glowing reviews, which you can read here.
We've been finalists two years in a row in the Small Advice Firm of the Year category, meaning we're in the Top 5 small firms across the whole of the UK.
If you think you'd be a good fit and would like to join our growing team, you can find out more about the vacancy by clicking the button below.
We could sit here and write an essay on why we think we're the best at what we do, but we'd rather let our clients do the talking for us.
Take John for example, who attended our Annual Client Conference in January 2024. We managed to sit down and ask him a few questions about the event, as well as how he feels about the service we provide.
We'll help you achieve your long-term goals with a solid financial plan, whether that's retiring early or passing on your wealth to your family.
What you need in retirement depends on your circumstances. Our retirement planning service helps you get prepared for retrirement, as well as managing your pensions and investments throughout.
We look at your entire financial situation to work out what investment risk you can take, and where you should invest in order to achieve your goals. You can review your progress at any time using our app.
Planning your estate properly can make sure that your loved ones get the most out of the assets you leave behind, rather than the taxman. With products like Wills & Trusts, we can make sure this happens for you.
If you want a better view of what your future could be, we'll have a chat and work out if we make a good fit for you and your financial picture.
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