Business Overview

Wealth of Advice was launched in 2011 and we specialise in Pensions & At Retirement Planning, specifically look to help high net worth clients, with pension funds in excess of £500,000.

We provide tailored solutions for both individuals and businesses on all areas of Financial Planning.

The staff have worked together for a number of years and we are proud to be an Independent Advice firm, based in Durham. Although a large proportion of our clients are based in the North East and Yorkshire, we have several clients throughout United Kingdom and further afield.

We are here to help you achieve your goals by offering independent, bespoke advice tailored to exactly what you need. As we are completely independent our clients benefit from us being able to offer advice on all financial products and services available across the entire market place.

We operate on a basis where we always provide our first meeting free of charge. Here we can gather factual information and understand the issues at hand, completely reviewing your current financial situation. Taking this forward, we use our time and expertise to consider a solution for your needs and priorities. We provide all of our recommendations in a detailed, personalised report.

We work on a fees-based service which we will always agree up front disclosing this to you in a transparent manner.

We are pleased to say that we have 3 members of staff, including myself that have passed all exams required to be classed as a 'Pension Transfer Specialists' and can therefore advice and assist on Defined Benefit Transfers.

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