Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
Wealth of Advice, a Durham-based Chartered Financial Planning firm, is proud to announce that it has been named one of the top financial planning firms in the UK by New Model Adviser.
Welcome to our annual Citywire New Model Adviser Top 100, which celebrates the best of the professional financial planning community.
WATCH: Three advisers at Citywire’s North Retreat discuss how their firms are using AI.
These advisers received the highest volume of positive 2023 client reviews on VouchedFor.co.uk. Each is a fully verified member of VouchedFor, as well as being endorsed by more than ten clients.
The Wealth of Advice director on why he's making the long trip down from Durham to join us next month.
VouchedFor’s 2023 Top Rated Financial Adviser Guide has nearly 2,000 entries. These advisers are verified members of the review service VouchedFor.
See which talented young planners made the list for 2022.
Retirees who use the tax-free pension entitlement to make ends meet could be making “one of the worst financial decisions possible”, experts have warned.
Thomas Fraser, operations manager at IFA firm Wealth of Advice, discusses the merits of basing tech decisions around what clients and advisers truly need.
With half of Britons failing to plan for their future, a new independent financial advice firm in South Shields is here to help with honest straight-talking – and absolutely no hard sell.
These firms truly “walk the walk” when it comes to transparency and delivering great client experience.
Drawing the full 25pc tax-free cash from a pension could be the “worst financial decision” someone can make, costing them thousands of pounds in retirement, financial experts have warned...
All of the Top Rated Advisers invited scrutiny by encouraging their clients to review them on VouchedFor.co.uk, and all received excellent feedback and passed multiple checks.
A charity's sponsor has run more than 200 miles in 20 different half marathons to raise money for poorly children’s holidays.
When businessman Chris Breward decided to launch his own wealth management company back in 2012, it was with a very clear objective – to change the face of the financial services industry.
A company boss has announced ambitious plans of a different sort for 2020 – he is aiming to run 20 half marathons between now and the end of the year.
A man who spent two years living on the North East’s streets has moved into his own place thanks to the support of a homelessness support worker and a financial advice company.
Durham-based retirement planning specialist, Wealth of Advice, has seen its portfolio rise to over £115 million since opening for business in 2012.
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