Wealth of Advice Ltd - Durham

Wealth of Advice Ltd is a financial planning and investment service company located in Durham, United Kingdom. Their address is Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH. You can contact them by phone at 1913841008 or visit their website at wealthofadvice.co.uk for more information.

This company specializes in financial planning and investment services, providing expert guidance to help individuals and businesses make informed decisions about their financial future. They offer a range of services, including retirement planning, investment management, and tax planning.

One of the standout features of Wealth of Advice Ltd is their commitment to accessibility. Their office is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also welcome clients of all sexual orientations and gender identities, and require appointments to ensure that each client receives the attention and service they deserve.

Wealth of Advice Ltd has received numerous positive reviews from clients, with a current average rating of 4.9/5 based on 16 reviews on Google My Business. Many reviewers have praised the company's knowledgeable and professional staff, as well as their personalized approach to financial planning.

If you're looking for a financial planning or investment service company in Durham, Wealth of Advice Ltd is an excellent choice. Their expertise, accessibility, and commitment to client satisfaction make them a standout in the industry. To learn more about their services and how they can help you achieve your financial goals, we recommend visiting their website at wealthofadvice.co.uk and scheduling an appointment today.

Reviews of Wealth of Advice Ltd

Deborah Oliver

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 .

Derek Booth

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 Taylor

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 Pascoe

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 Stubbs

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!

Pam Simpson

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.

Alan James

5/5

Excellent, bespoke financial planning advice, with friendly and client-focussed staff always at hand. I would have no hesitation in recommending Chris and the team.