Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
We are thrilled to share that Wealth of Advice has been nominated for Small Advice Firm of the Year 2024, and while we didn’t win this year, the nomination shows our dedication to delivering exceptional service and building lasting relationships with our clients. But what exactly sets a small advice firm apart, and why does our nomination matter to you?
Firstly, we want to outline that we aren’t a tiny firm at all!! We think we are big enough for what we want to achieve, and that is:
In a world where financial firms often operate with a “one-size-fits-all” approach, our small advice firm prides itself on providing a tailored experience that truly makes a difference. Managing £170 million in assets, we understand the importance of treating each client’s financial situation with the care and consideration they deserve. Our team is not just managing numbers; we’re managing your future. We approach each client’s portfolio as if it were our own money, ensuring every decision is made with a deep sense of responsibility and a commitment to your financial well-being.
One of the standout benefits of working with a small advice firm is the stability and consistency in your relationship with your adviser. At Wealth of Advice, each client is assigned a dedicated team and a primary adviser who stays with them throughout their financial journey. Unlike larger firms where advisers may change frequently, leading to disruptions and a lack of familiarity, we believe in nurturing long-term relationships. Your adviser becomes familiar with your financial goals and personal circumstances, allowing for more tailored and effective planning. We have some clients who have been with us for their entire retirement, and now we help their children with their finances too.
With fewer clients to manage compared to larger firms, our team can offer a higher level of personalised service. We’re not just accessible; we’re proactive. Our smaller size allows us to be more responsive and focused on providing exceptional service. We listen closely to your needs, anticipate changes in your financial landscape, and adjust our strategies accordingly. This hands-on approach ensures that you’re not just another account, but a valued client with unique needs.
Our nomination for Small Advice Firm of the Year reflects our commitment to excellence and the high standards we set for ourselves. It’s a recognition of the hard work, dedication, and personal touch we bring to our client relationships.
When you choose a small advice firm, you’re choosing a level of care and service that’s both committed and extraordinary. We get to know you, and we appreciate every single person that walks through the door at Wealth of Advice.
In summary, the benefits of working with a small advice firm like Wealth of Advice extend far beyond the numbers. It’s about having a dedicated team that treats your financial goals with the highest level of attention and expertise. We’re honoured by our nomination and look forward to continuing to provide you with the personalised, attentive service you deserve.
If partnering with a Small Advice Firm sounds good to you, then we’d be more than happy to have a chat with you about your retirement and see if we can add value to your plans.
Give us a call on 0191 384 1008 to talk to a member of our team or send us an email at: enquiries@wealthofadvice.co.uk, and we’ll help you get your retirement 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.
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