Wealth of Advice

Call Directions Website

Wealth of Advice Independent Financial Advice in Durham & South Shields - we work hard for people who've worked hard. Financial planning isn’t just for the mega rich and famous.

Since 2011 we’ve been helping hard-working people confidently retire – sometimes earlier and happier than they expected. We know how big a decision that is. Our clients have grafted for decades to build their pensions – they’re not about to be ripped off now. So we don’t try to woo clients with fancy fish tanks, gold-foiled brochures and outlandish promises. The only promise we make is that our advice and service will be so good, that in a few years’ time they’ll be recommending us to their friends. That’s the Wealth of Advice guarantee. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up so you may get back less than you invested.

04/10/2026

What’s it really like to be a Wealth of Advice client?

Rather than answering that ourselves, we thought we’d ask some of the people best placed to tell you.

Thank you Brian for sitting down to tell us about your experience with Wealth of Advice!

01/10/2026

One of the best parts of our recent Golf Day was having the opportunity to spend time with some of the clients we’ve worked with for many years.

Thank you Roy for sitting down with us and telling us about your experience with Wealth of Advice over the years!

04/09/2026

Our annual Client Golf Day is one of the highlights of the year, and last Friday's event at Castle Eden Golf Club certainly didn't disappoint.

From great golf and great company to some wonderful feedback from the clients who joined us, it was a day that perfectly reflected what Wealth of Advice is all about: building lasting relationships with our clients and supporting our local community.

We're also proud to have raised over £1,000 for St Cuthbert's Hospice through our raffle.

Thank you to everyone who attended and helped make the day so memorable, and congratulations to our competition winners!

We're delighted to share that Wealth of Advice has been shortlisted for Young Financial Planning Team of the Year at the...
25/08/2026

We're delighted to share that Wealth of Advice has been shortlisted for Young Financial Planning Team of the Year at the Young Financial Planner Awards 2026.

This recognition reflects the dedication, expertise and teamwork shown across our business every day. From supporting clients through life's biggest financial decisions to continually improving the service we provide, this nomination is a testament to the collective effort of our entire team.

We're incredibly proud to be recognised alongside other outstanding firms from across the profession and would like to thank everyone who has contributed to our journey so far.

Congratulations to all the finalists, and we look forward to celebrating with the industry in October!

Earlier this month, we had the privilege of attending a very special celebration as one of our longest-standing clients,...
27/07/2026

Earlier this month, we had the privilege of attending a very special celebration as one of our longest-standing clients, Audrey, marked her 100th birthday.

Reaching a century is an incredible milestone and it was wonderful to see Audrey surrounded by family and friends, sharing stories, memories and plenty of laughter.

We are honoured to have been part of Audrey’s journey and would like to wish her a very happy 100th birthday. Here’s to a remarkable life well lived and many more happy moments ahead.

We hope you're enjoying the World Cup as much as we are! 🏴󠁧󠁢󠁥󠁮󠁧󠁿A few eagle-eyed viewers may have spotted some familiar ...
06/07/2026

We hope you're enjoying the World Cup as much as we are! 🏴󠁧󠁢󠁥󠁮󠁧󠁿

A few eagle-eyed viewers may have spotted some familiar faces in the crowd on the telly recently...

Our water bottles have already travelled far and wide, but a World Cup appearance is going to take some beating! 🏆

Keep sending us your water bottle photos from wherever retirement takes you and if you haven't picked a bottle up yet, let us know.

On Friday, Chris and friends completed the Longest Day of Golf Challenge and have managed to raise an astounding £2,503 ...
23/06/2026

On Friday, Chris and friends completed the Longest Day of Golf Challenge and have managed to raise an astounding £2,503 for St Cuthbert’s Hospice!

This is such an amazing achievement and will go directly towards supporting their hard work!

There is still time to donate if you haven’t already - the amount we’ve raised so far is amazing, any donations big or small would be greatly appreciated.

https://www.justgiving.com/page/wealth-of-advice-longest-day-of-golf-2026?utm_medium=FA&utm_source=CL

Chris and friends are currently around halfway through their Longest Day of Golf challenge for St Cuthbert's Hospice at ...
19/06/2026

Chris and friends are currently around halfway through their Longest Day of Golf challenge for St Cuthbert's Hospice at Castle Eden Golf Club!

We'd like to say a huge thank you to the club for their warm welcome this morning and for kindly providing the team with breakfast sandwiches to get them fuelled up for the long day ahead.

If you'd like to support Chris and the team as they power through the challenge, any donations (big or small) would make a real difference to the hospice.

You can donate here: https://www.justgiving.com/page/wealth-of-advice-longest-day-of-golf-2026

Best of luck guys!

🎉 We've been shortlisted - again! 🎉 We're incredibly proud to share that Wealth of Advice has been shortlisted for the S...
17/06/2026

🎉 We've been shortlisted - again! 🎉

We're incredibly proud to share that Wealth of Advice has been shortlisted for the Small Advice Firm of the Year award at the Money Marketing Awards for the third year in a row!

This recognition is a testament to the dedication, expertise and hard work of our team, and of course to our clients who have left us so many glowing testimonials.

We've got our fingers crossed for a win this year, so keep an eye out for the results in September. 🤞

Got questions about retirement? This is your chance to get real answers.We're inviting listeners of the Retire Well podc...
11/06/2026

Got questions about retirement? This is your chance to get real answers.

We're inviting listeners of the Retire Well podcast to join us for an exclusive live Q&A session with Matthew and Joe, taking place on Wednesday 24th June at 17:30.
‍
Whether you're wondering when you can retire, how to make your money last, or simply want a clearer plan for the years ahead, this is your opportunity to ask us directly.

What to expect:
Clear, easy to understand answers to your retirement questions
Real conversation - not a lecture
Topics shaped by you and what matters most to your situation

Reserve your spot - spaces are limited to keep the session interactive.

https://www.retirewellpodcast.co.uk/events

We hope to see you there!

Address

Swale House Unit 3
Durham
DH11TH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+441913841008

Website

Alerts

Be the first to know and let us send you an email when Wealth of Advice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category