Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
When the world faced unprecedented challenges five years ago with the Covid-19 Pandemic, financial markets were in turmoil, and uncertainty was at an all-time high. As Boris Johnson announced a national lockdown that will be remembered in the history books, many investors questioned whether their long-term financial plans could withstand such volatility. Today, we reflect on the journey of our clients who remained committed to their financial strategies and how their resilience has led them to where they are now.
At the height of the pandemic, our priority was clear: to provide unwavering support, expert guidance, and reassurance to our clients. Financial markets experienced extreme fluctuations, but our approach remained steadfast—helping our clients focus on their long-term goals rather than short-term noise.
We began creating Market Updates, which were videos created by our team to cover the latest news and the impact this would have on market movements, as well as the recent portfolio performance for our clients. While our Market Updates are now monthly rather than weekly, we found our clients see real value in these updates which provide reassurance and information related to their financial plans.
Through regular contact, personalised financial planning, and robust portfolio strategies, we ensured that our clients felt confident in their financial future. Five years later, despite the recent volatility due to geopolitical issues, our clients are in a much better mindset about their investments and feel more confident weathering the storm that is market volatility. As we always say, it’s all about the long-term view!
The past five years have demonstrated the power of long-term investing. Despite the initial market shocks, our investment portfolios have performed well, aligning with our clients’ financial goals. Those who stayed the course have seen substantial progress in their wealth-building journey.
One of our long-time clients recently shared:
" I feel exactly the same way about Wealth of Advice as I did five years ago, and would certainly recommend the organisation to anyone thinking about early retirement."
While markets today face new uncertainties driven by geopolitical risks and economic shifts, the principles of sound financial planning remain unchanged. The same discipline and resilience that helped our clients navigate the pandemic are just as relevant now.
We continue to provide proactive communication, risk management strategies, and tailored financial advice to ensure that our clients remain on track. The last five years have proven that financial success isn’t about avoiding volatility—it’s about having a strategy that endures through it.
As we look ahead, our commitment remains the same: to help our clients build and protect their financial future with confidence. Whether you’ve been with us for years or are considering expert guidance for the first time, we’re here to navigate the journey with you.
If you’d like to discuss how we can support your long-term financial goals, get in touch with our team today.
Let’s plan for the future—together.
If you want a better view of what your future could be, we'll have a chat and work out if we make a good fit for you and 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