Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
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The choices you make in retirement will impact your income for the rest of your life, so it's worth understanding the options available to you.
An annuity a policy which is usually purchased with your pension in order to provide a guaranteed income for life.
Income Drawdown allows you to flexibly access your pension whenever you need it, rather than receiving a fixed amount of income.
Wealth of Advice, a Durham-based Chartered Financial Planning firm, is proud to announce that it has been named one of the top financial planning firms in the UK by New Model Adviser.
These advisers received the highest volume of positive 2023 client reviews on VouchedFor.co.uk. Each is a fully verified member of VouchedFor, as well as being endorsed by more than ten clients.
Retirees who use the tax-free pension entitlement to make ends meet could be making “one of the worst financial decisions possible”, experts have warned.
With half of Britons failing to plan for their future, a new independent financial advice firm in South Shields is here to help with honest straight-talking – and absolutely no hard sell.
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Presented by our Chartered Financial Planners, our monthly Market Updates provide an insight into the latest industry news and market performance.
Receive an invitation to our upcoming events before anyone else, such as our next Retirement Workshop or any educational webinars we may host.
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Stay up to date with the latest Retirement Planning insights from the Wealth of Advice team by providing your email address below.
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