Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
At our latest Annual Client Conference, we announced that we were looking to put together a Charity Calendar for 2025, showcasing photographs of what our clients are getting up to in retirement.
Graham and Janet came to see us in 2021, after deciding they wanted to review their retirement options, and were the first to jump at the chance at sharing their story.
They had a clear vision of what they wanted out of retirement, and just needed a financial planner to help them get there - which is where we came in!
In Graham's words:
"My wife and I took early retirement in September last year, age 55.
One of our goals is to travel and explore the world - here are photos of our recent 2 month trip to Australia and motorhome tour of New Zealand.
None of this would be possible without the help and advice from Matthew and all the team at WoA.
Thank you!"
Previously they had talked to other advisers about what they wanted, but decided against using their services due to the fact they hadn't felt personal enough and were always holding meetings over the phone.
Thankfully, we were able to help them with their financial plan and make sure they get as much as possible out of their retirement - which they're clearly doing!
We look forward to seeing where Graham and Janet end up next.
If you would like to have a chat with us about your financial plan, we'd be more than happy to discuss this with you. Who knows, maybe you're a lot closer to your dream holiday than you think!
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