Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
We've tripled in size since we started, and our team are a group of people who are dedicated to making sure your financial plan stays on the right track.
We started with just 3 members in our team, with the ambition of making a name for ourselves in the North East as the best place to go for financial advice.
After a successful few years and growing our client numbers, we decided it was time to grow our team and give Wealth of Advice a new look.
Going strong into 2024, we now have 18 people in our team, and over 600 happy clients! We aren't going anywhere, and with an average age of 35, you know we're here to help you for the long-term.
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 - J05, 2009
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 - R01, 2011
Fellow of the Personal Finance Society - FPFS, 2013
Pensions Update - R08, 2015
Pension Transfers - AF7 2017
Financial Services, Regulation and Ethics - RO1, 2013
Investment Principles and Risk - RO2, 2013
Personal Taxation - R03, 2014
Pension and Retirement Planning - RO4, 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 - J05, 2021
Financial Planning Process - AF5, 2021
Discretionary Investment Management - J10, 2022
Chartered Financial Planner - APFS, 2022
Equity Release - ER1, 2023
Financial Services, Regulation and Ethics - RO1, 2014
Financial Protection - RO5, 2014
Investment Principles and Risk - R02, 2015
Pension and Retirement Planning - RO4, 2015
Personal Taxation - R03, 2016
Financial Planning Advice - R06, 2016
Pensions Update - R08, 2017
Pension Transfers - AF7, 2018
Pension Income Options - J05, 2019
Financial Planning Process - AF5, 2021
Senior Management & Supervision - AF6, 2022
Chartered Financial Planner - APFS, 2022
Financial Services, Regulation and Ethics - RO1
Investment Principles and Risk - R02
Personal Taxation - R03
Pension and Retirement Planning - RO4
Financial Protection - RO5
Financial Planning Advice - R06
Mortgage Advice - CF6, R01
Equity Release - ER1
Financial Services, Regulation and Ethics - RO1, 2018
Investment Principles and Risk - RO2, 2018
Personal Taxation - R03, 2019
Pension and Retirement Planning - RO4, 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
Chartered Financial Planner - APFS, 2022
Equity Release - ER1, 2023
Long-Term Care Insurance - CF8, 2024
Fellow of the Personal Finance Society - FPFS, 2024
Life Office Administration - FA1
Pension Administration - FA2
Pensions and Retirement Planning - R04
Financial Services, Regulation and Ethics - R01
Investment Principles and Risk - R02
Personal Taxation - R03
Pensions and Retirement Planning - R04
Financial Protection - R05
Financial Planning Practice - R06
Financial Services, Regulation and Ethics - R01
Investment Principles and Risk - R02
Personal Taxation - R03
Financial Services, Regulation and Ethics - R01
Investment Principles and Risk - R02
Financial Protection - R05
CIPD Level 3 Human Resources
Financial Services, Regulation and Ethics - R01
Financial Protection - R05
Pensions and Retirement Planning - R04
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.