Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
0191 384 1008 
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enquiries@wealthofadvice.co.uk
Video Gallery

financial planning doesn't have to be complicated.

We create video content regularly because we believe that financial education should be accessible to everyone.

Latest Market Update

In August’s Market Update, Chris discusses the latest news, focusing on the stock market volatility since the start of August as a result of the US Federal Reserve's decision to hold interest rates at 5.25%, which markets believe is the US Fed being too slow in cutting interest rates.

We feel portfolios are well positioned to manage these risks and we are not recommending any changes to investment strategies.
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How To Prepare For Retirement: 
What Makes A Good Retirement Plan?

One of the most common questions we get as financial planners is, how do I prepare for retirement?

Whether that's from a financial or psychological point of view, we've put together this comprehensive guide which breaks down planning for retirement into 7 easy steps.

What is the Money Purchase Annual Allowance?

We have put together this video to explain the Money Purchase Annual Allowance in an easy to understand way.

It is often something most people don't understand or even forget about it when it comes to planning for their retirement.

Is Pension Consolidation Right For You? Assessing Your Options

Discover the advantages of pension consolidation, such as simplified management, potential cost savings on fees, and greater control over your investments.

Learn how consolidating your pensions can provide clarity and efficiency in managing your retirement funds.

How Can You Find Your Lost Pensions? Pension Tracing in the UK

Once you've successfully located your lost pensions, what's the next course of action?

We've got you covered with expert insights on what to do when you find your lost pensions. From consolidating multiple pensions to optimising investment strategies, learn how to make the most out of your newfound assets.

Why Is An Annuity Suddenly A Good Retirement Option?

Annuities are a powerful financial tool that can help secure your financial future, and understanding how they work is crucial.

In this video, we'll break down the concept of annuities, explaining how they provide you with regular payments, offering peace of mind during your retirement years.

Is Pension Consolidation Right For You? Assessing Your Options

Whether you're a beneficiary, executor, or simply curious about inheritance tax laws, our expert insights will provide you with a solid foundation.

From the current thresholds and exemptions to strategies for minimising your tax liability, we've got you covered.
TALK TO US
Get your financial plan 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.

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Matthew Sinclair (left) and Chris Breward (right), Chartered Financial Planners at Wealth of Advice

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.

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