Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Get a financial plan which can help grow your wealth for the future with advice from our Chartered Financial Planners. Our ongoing management means you're always on the right track and we're on hand if you need us.
If you've inherited a sum of money, want to make the most of your savings or had the pleasure of a lottery win, we review your finances and create a long-term plan to make the most of your wealth.
Your attitude to risk and financial situation will form the basis of your financial plan, which we will then implement for you if you would like to go ahead with our services.
You will then get ongoing management of your investments from us, including meetings with your adviser to make sure you're always on the right track and regular video updates from us.
We'll assess your attitude to investment risk and look at your entire financial picture to make sure your financial plan stays on the right track.
Investing can be a great way to combat inflation, and our financial planning services will guide you on decisions which can make sure your Pension lasts as long as you do.
Make use of your allowances by contributing into Pensions and investing in products like ISAs and Investment Bonds which have favourable tax rules. This ensures that you get the maximum benefit from your investments, both now and in the future.
Whether you've taken your tax-free cash from your Pension, received an inheritance or had the pleasure of winning the lottery, we can help you invest your lump sum in a way that aligns with your personal goals and financial situation.
Our portfolios invest in different asset classes so that you're well diversified and protected, rather than putting all of your eggs into one basket. We assess your attitude to risk to make sure our recommendation is right for you.
If you want to invest some money for your children or grandchildren so that they're looked after when you pass away, we can help put a plan in place to do this in a tax efficient way.
If you've sold your business and you're looking to grow your wealth, we can put a plan in place that means you can live comfortably and still have savings for the future.
We create a tailored financial plan which factors in your attitude to investment risk, as well as your overall financial picture.
During our Annual Review with you, we talk about any changes to your circumstances that might mean you should make changes to your plan, and talk to you about any concerns you might have.
We're there for you and provide the advice you need to make sure you're making the most of your wealth.
If you want a better view of what your future could be, we'll have a chat over a cup of coffee in our Durham office and work out if we can add any value to 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