Wealth of Advice Ltd - Durham

Okay, here’s a comprehensive overview of Wealth of Advice Ltd, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Wealth of Advice Ltd: A Trusted Financial Partner

Wealth of Advice Ltd is a distinguished financial planning and investment service provider dedicated to assisting individuals in achieving their long-term financial goals. Located in the heart of Durham, Northumberland, they offer a personalized and supportive approach to managing finances, catering particularly to clients who value clarity and ongoing assistance. The company operates from its address at Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, United Kingdom. Prospective clients can readily contact them via phone at 1913841008, or visit their website at wealthofadvice.co.uk to learn more and schedule an appointment.

Key Features and Services

Wealth of Advice Ltd distinguishes itself through a commitment to understanding each client's unique circumstances and aspirations. Their services encompass a broad spectrum of financial planning needs, including:

• Retirement Planning: Helping clients plan for a comfortable and secure retirement.
• Investment Management: Creating and managing investment portfolios tailored to individual risk profiles and objectives.
• Tax Planning: Providing strategic advice to minimize tax liabilities and maximize returns.
• Estate Planning: Assisting with the efficient distribution of assets upon death.

They pride themselves on offering both online appointments and onsite services, ensuring accessibility and convenience. Furthermore, the facility is designed with inclusivity in mind, boasting a wheelchair accessible entrance, parking lot, and restroom, alongside general amenities like a restroom. It’s a welcoming environment for all clients.

Important Information & Accessibility

Client appointments are required to ensure dedicated attention and personalized service. The company fosters a LGBTQ+ friendly atmosphere, prioritizing respect and understanding. The company has garnered significant positive feedback, indicated by an impressive average Google My Business rating of 4.9/5, based on seventeen reviews. This suggests a strong dedication to client satisfaction and a proven track record of providing valuable advice. The business is continually striving to improve the client experience.

Location & Contact Details

Address: Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, United Kingdom

Phone: 1913841008

Website: wealthofadvice.co.uk

Recommendation

For individuals seeking a reliable and knowledgeable partner to guide them through the complexities of financial planning, Wealth of Advice Ltd presents an excellent choice. Their dedication to client support, combined with their comprehensive services and accessible facilities, makes them a standout provider in the Durham area. We strongly recommend visiting their website at wealthofadvice.co.uk to schedule a consultation and discover how they can help you achieve your financial aspirations.

👍 Reviews of Wealth of Advice Ltd

Valerie N.

5/5

Very helpful always good advice need them often as I am old and get very confused with tax payments etc thank you all for your help and support xxx

Derek B.

5/5

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 T.

5/5

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 P.

5/5

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 S.

5/5

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.

5/5

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!

Deborah O.

5/5

5 stars service and help on hand ! Professional to the core! I spoke to Christian, he gave me reassurance and advice over the phone .

Pam S.

5/5

Been with Chris and the team for a few years now and he has always provided good advice and explained it in a way that is easy to understand. I am no expert but i feel confident with the information he has given to allow me to make the best decisions for my needs.