Wealth of Advice

Independent Financial Adviser  Swale House, Belmont, Durham, DH1 1TH
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FCA authorised
Last authorised 2nd August 2021
We specialise in helping people to plan and manage their retirement finances. Contact us now to receive your free consultation and find out what we can do for you!
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Chris Breward Chartered Financial Planner
Managing Director
MR Mike Weedon
Financial Planner
About us

We are retirement planning specialists.

Our clients become long term fans of the firm due to the hollistic service we offer. We will be here for you as you around for the long term, helping clients for as long as they need us to.

We believe in providing an all round service to our clients and our fees include a lot of services that other firms usually charge for.

Our services

We are specialists in Retirement Planning, Income Drawdown, Defined Benefit Transfers, Investment Management and Estate Planning.

We help you understand your options and try and help you make the best decisions possible.

We have yet to receive a client complaint for poor advice and we build up great relationships with people who genuinely become fans of the work we do for them.



Please note. Our minimum CETV for Defined Beneift Transfers is £400k.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Swale House, Unit 3, Mandale Business Park, Belmont, Durham, DH1 1TH

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