Wealth Of Advice Ltd

Independent Financial Adviser Swale House, Unit 3, Mandale Business Park, Belmont, Durham, DH1 1TH
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
We offer competitive Fee based advice from a highly qualified Chartered Financial Planner who you can trust, call .
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Chris Breward Chartered Financial Planner
Managing Director
Accreditations
Chartered Financial Planner
Mike Weedon
Financial Planner
What our clients say
I am grateful to Chris and his staff for all of the advice I have received over the last 7 years. I would recommend his services to anyone who needs Financial Advice.
George Bolam, Sedgefield
Chris Breward has been my financial adviser for eight years, the previous 32 years my business was handled elsewhere and I can state that he is the best advisor I have had by a country mile. He constantly strives to obtain the best returns for his clients and i am highly satisfied with his endeavours. I find Chris very personable, amenable to suggestions, quick to respond and I have no hesitation in recommending him
David Malia, Northumberland
On retirement I needed advice on investments for pensions and savings. Chris was recommended and we met. I was impressed by his no nonsense style and knowledge of the investment world. In the 5 years since I have been very pleased with the advice and service Chris and his team have provided. Chris is always accessible and returns calls as soon as he can. I have never had reason to question my decision to put my investments in his capable hands.
Dr J Leech, Lytham
Where to find us

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

Make an enquiry
About us

At Retirement and Income Drawdown specialists.

Based in Durham, Wealth of Advice Ltd provides top quality advice, specialising in Retirement Planning to clients across the North East and beyond. We are an Independent firm set up by Chris Breward who himself is a Chartered Financial Planner. Since the company was formed we have seen our collection of great clients grow year on year.

Clients who work with us become long term fans of the firm and never leave us and we intend to be around for the long term, helping clients for as long as they need us to.

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. .

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

We take compliance very seriously and adhere to the rules and regulations laid down by our regulator the FCA. We employ a firm of external compliance auditors to ensure that our advice is robust and always in the clients best interests.

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