find an event that suits you.

Retirement Workshop: Your Retirement Checklist
Friday 28th March 2025, from 3pm @ Wealth of Advice Durham
Employer Specific Events
Redundancy Workshop: Liebherr Sunderland Works
Friday 21st February 2025, from 2pm @ Wealth of Advice Durham
Retirement Workshop: Venator Employees
Friday 21st March 2025, from 3pm @ Wealth of Advice Durham
Retirement Workshop: EDF Employees
Friday 4th April 2025, from 3pm @ Wealth of Advice Durham
Retirement Workshop: Atos Employees
Date To Be Confirmed
Retirement Workshop: NSK Employees
Date To Be Confirmed
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Market Updates

Presented by our Chartered Financial Planners, our monthly Market Updates provide an insight into the latest industry news and market performance.

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industry insights
LATEST BLOGS & INDUSTRY INSIGHTS

February 2025 Market Update: Key Insights & Optimistic Outlook

As we step into 2025, the financial landscape continues to evolve with new economic developments shaping market movements. In our latest Wealth of Adv
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Celebrating Retirement and Giving Back: Our 2025 Charity Calendar

From holidays abroad to hobbies like golf and scenic walks, the calendar captures the joys of life after work, while helping St Cuthbert's Hospice.
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Many clients come to advisers too late for effective retirement planning

22% of clients come to financial advisers too late for effective retirement planning, as the benefits of taking early advice “cannot be overstated".
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