Description
Business overview
Chartered Financial Planner advising clients across the North East. Pensions, Investments and Protection are our main areas of expertise.
Based in Durham, Wealth of Advice Ltd are independent Financial Advisers offering a comprehensive financial planning service, this includes giving expert advice in the following main areas:
Retirement Planning
Investment Management
Estate Planning
Protection
Over the years we have built up a level of trust with our clients so they understand that we are here to help increase their wealth and also protect it for them and their family to inherit. We will never promise to be able to do something we can't achieve but will always deliver recommendations and advice to a superior standard. We pride ourselves on being able to listen to clients, to help understand their needs and goals and offer solutions bespoke to them.
If you would like to know more please get in touch so that we can explain what we can do for you and perhaps most importantly explain how our knowledge of all things financial will be of benefit to you.
Our initial meeting is always at our expense.
Call us on 0191 384 1008
Location
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Swale House, Belmont Estate, Durham, UK
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