About
Wealth of Advice Ltd is a chartered financial planning firm offering retirement and pension planning, investment management, estate and tax advice, wills and trusts, and ongoing financial reviews. We build coherent plans, manage risk and help clients align investments and legacy goals, supported by a client app, events and regular market updates.
Reviews
Derek Booth
6 years ago
I would like to take this opportunity to thank Chris and his team for all the good work they have done for us,since we started using their services . We have been with wealth of advice for around 18 month and have found them to be an excellent and professional company to work with. They are always willing to listen to you when needed. The new secured portal they have setup over the last 6 months or so , makes it easy to check on how you are doing . As well as making it easy for them to contact you and you to contact them.
Alex Taylor
6 years ago
Following retirement and with a lump sum to invest I looked at a number of local independent financial advisers. After meeting Chris I felt confident that he would provide the advice I needed whilst listening to my needs. Having been with Wealth of Advice for a few years now I know that that confidence was not misplaced. Chris and his team work hard to ensure that their knowledge of the markets and the broader financial environment benefit's my investments.
Dale Pascoe
6 years ago
I have been with Chris and the team since early 2019 on the recommendation of a family member and have no regrets with the decision. The have proved to be invaluable with advise on my Pensions & investments. I would highly recommend Chris and his team to anyone.
Keith Stubbs
5 years ago
I’ve been with Wealth of Advice for over two years now and found them to be very professional and informative. They always keep you up to date on how investments are performing by organising annual reviews and general meetings throughout the year. They continually monitor how markets are performing and advise changes if and when necessary. This has given me great confidence and peace of mind especially through the ups and downs of the markets during COVID. I would have no hesitation to recommend Wealth of Advice to anyone.
BM H
5 years ago
We have been with Wealth of Advice for over 5 years and have been very pleased with their work. Chris and his team are knowledgeable, professional and responsive. Highly recommended!
Addresses
- Wealth of Advice, Swale House, Durham Get directions
Phone numbers
Email addresses
- enquiries@wealthofadvice.co.uk
Links
Services
- Estate Planning
- Wills
- Trust
- Inheritance Tax
