Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
We specialise in simplifying the process of retirement, so you can transition smoothly with a clear plan for your future.
Ken & Sharon, enjoying a holiday skiing in the alps
Whether you're planning ahead for the future or already enjoying retirement, we can make sure your financial plan stays on the right track.
Retirement could be closer than you think! We can help you organise your finances and tidy up your pensions so you're in the best position for retirement.
We'll help you implement your retirement plan so you can finally start enjoying those hard-earned savings in the most efficient way possible.
We'll manage your finances with you throughout you retirement, with ongoing reviews with your adviser and regular updates from our team.
Everyone's retirement journey is different, which means no financial plan is exactly the same.
Combine your existing pensions into one pot for better value, lower charges and easier management.
Choosing Income Drawdown in retirement means your fund remains invested and has potential to grow, and you can access your income flexibly.
An Annuity can provide you with a guaranteed income for the rest of your life, in exchange for a lump sum from your pension pot.
Compare your existing pension with what we recommend to see if you could achieve higher growth and lower fees in the long run.
25% of your pension is usually tax-free, which can be taken as a lump sum if you want. You could also spread this over time and take an income from your pension.
No two retirement plans are the same, and what works for you might be completely different to someone else. We'll look at your situation and work out your best options.
We research all of the options available to you and provide you with a tailored financial plan. We also work alongside you to manage this plan for the rest of your life, as well as working alongside your children when you pass away. We believe in helping our clients wherever we can so that they get the most out of their retirement.
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