Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
0191 384 1008 
    |    
enquiries@wealthofadvice.co.uk
MEET THE TEAM

introducing wealth of advice

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.

A photograph of Managing Director Chris Breward and the Wealth of Advice team in 2011.
2011

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.

A photograph of Managing Director Chris Breward and the Wealth of Advice team in 2016, with five team members.
2016

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.

A photograph of Managing Director Chris Breward and the Wealth of Advice team in 2024, with 13 team members.
2024

Going strong into 2024, we've grown even larger 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.

meet the team

We have a team of bright, honest and reliable people who love to work hard for you.
Available Roles
About Us
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.
Examinations Passed
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 advice to our clients, he is also the trustee of a local charity.
Examinations Passed
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.
Examinations Passed
Headshot of Joe Phillips Dip PFS, Independent Financial Planner at Wealth of Advice.
Joe Phillips Dip pfs
Financial Planner
Joe has a degree in Finance and Investment Management and has worked in the industry since 2019. He is a member of the Business Advisory Board at Northumbria University.
Examinations Passed
Headshot of Thomas Fraser, Head of Data and Operations at Wealth of Advice.
Thomas Fraser
Head of Data and Operations
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.
Headshot of Jordan Linfoot APFS, Head of Investment Research at Wealth of Advice.
jordan linfoot Fpfs
Head of Investment Research & Chartered Paraplanner
Jordan joined us in 2018 and works closely with our financial planners, providing technical support to enable them to come up with the best investment and pension advice for clients.
Examinations Passed
Headshot of Gemma Johnston, Head of Administration at Wealth of Advice.
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.
Examinations Passed
Headshot of Jodene Breward, Head of Platforms at Wealth of Advice.
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.
Headshot of Skye Bulmer, Head of Marketing at Wealth of Advice.
Skye Bulmer
Head of Marketing
Skye joined us in 2021 with a focus on creating valuable content for our clients, as well as managing our online presence through video and social media content.
Headshot of Kaylee Bennett, Paraplanner at Wealth of Advice.
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.
Examinations Passed
Headshot of Jessica Taylor, Paraplanner at Wealth of Advice.
Jessica Taylor dip pfs
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.
Examinations Passed
Headshot of Jay Hutler, Trainee Paraplanner at Wealth of Advice.
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.
Examinations Passed
Headshot of Abbie Ramplin, Administrator at Wealth of Advice.
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.
Examinations Passed
Headshot of Jayne Robinson, Administrator at Wealth of Advice.
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.
Examinations Passed
Headshot of Clare Cornish, Administrator at Wealth of Advice.
Clare Cornish
Administrator
Clare joined us in 2022 having worked as a financial planning administrator for over 20 years, bringing a lot of experience to our team.
Headshot of Emma Corbett, Front of House Administrator at Wealth of Advice.
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.
Headshot of Marcin Kubiak, IT Technician at Wealth of Advice.
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.
Headshot of Deborah Watson, Administration Assistant at Wealth of Advice.
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're looking for a:
Financial Services Administrator

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.

View Vacancy
industry insights
LATEST BLOGS & INDUSTRY INSIGHTS

The Benefits of Choosing a “Small Advice Firm”: Why Our Nomination for Small Advice Firm of the Year Matters

We are thrilled to share that Wealth of Advice has been nominated for Small Advice Firm of the Year 2024, but why should this matter to you?
Read More >

Retirement Planning Explained: Your Future, Your Way

Retirement planning might seem daunting, but it’s quite simple at its core: it's all about preparing for the lifestyle you want.
Read More >

Guaranteed income most important for savers in retirement

Almost half (40 per cent) of people said guaranteed income was most important to them when they thought about retirement.
Read More >
TALK TO US
Get your financial plan on the right track.

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.

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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