We are currently looking for a Paraplanner and Experienced Administrator to join our growing team. At Wealth of Advice we believe that professional financial advice can add significant value to individuals and businesses. As your partner in building wealth and security, we focus on the ways that we can help you to live the life that you want to live.
Choosing a financial partner is one of the most important decisions you will ever make. By engaging Wealth of Advice, you assure yourself of regular financial check-ups and access to new ideas brought to you by the team. We aim to act fairly and impartially at all times, and to communicate with you in a jargon-free, easy to understand manner.
Choosing a financial partner is one of the most important decisions you will ever make. By engaging Wealth of Advice, you assure yourself of regular financial check-ups and access to new ideas brought to you by the team. We aim to act fairly and impartially at all times, and to communicate with you in a jargon-free, easy to understand manner.
Services
The Chartered Insurance Institute (CII) has issued this statement to the above named adviser. The CII has checked that the adviser meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons (APER).
Choosing the right investment options and savings vehicles can be a complicated and often bewildering process, especially for the first-time investor. Wealth of Advice has accrued years of experience in the field and are perfectly placed to offer you the right advice and products based on your aims and your unique personal situation.
The aim of this is to identify advisers that are consistently doing an excellent job for their clients. The financial and mortgage advisers in the guide received the highest volume of positive client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals.
As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing several other checks and ongoing monitoring.We are committed to providing products and service of the very highest standards.
As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing several other checks and ongoing monitoring.We are committed to providing products and service of the very highest standards.
We all want to pass on our wealth to our family, but without astute planning, more of your money will find its way to the taxman rather than your nearest and dearest. Nobody can predict what may happen tomorrow, and should you pass away prematurely, your assets may not be distributed to loved ones in the way that you would prefer.
Reviews (10)
Alan Bennett
Sep 22, 2021
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I think that my wife and i were one of Chris's first clients when he first set up and moved to Durham, i have had many reviews since that time and always found Chris to be professional, He has built up along with his staff a very successful business built on knowledge of the markets and professionalism coupled with friendliness and the ability to listen, i cannot fault him/them
Keith Stubbs
Dec 20, 2020
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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.
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.
Dec 19, 2020
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Andy Moss
Aug 31, 2020
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Alan James
Jul 23, 2020
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Alex Taylor
Dec 08, 2019
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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
Dec 08, 2019
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Derek Booth
Nov 16, 2019
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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.
Pam Simpson
Nov 05, 2019
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Clive Knapper
Jun 13, 2019
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