Wealth of Advice Ltd - Durham

Wealth of Advice Ltd is a reputable financial planning and investment service company based in Durham, United Kingdom. Located at Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, the company offers a range of specialized services to its clients.

The company's specialties include financial planning and investment services. In addition to their core services, Wealth of Advice Ltd also offers several other points of interest, such as online appointments, on-site services, and wheelchair accessibility features like accessible parking, entrance, and toilet facilities. It is also noteworthy that appointments are recommended when visiting the company.

With 17 reviews on Google My Business, the company has garnered a strong reputation for professionalism and excellent service. Many clients have praised the company's willingness to listen to their needs and the convenience of the secured portal that allows easy communication and monitoring of their investments.

Overall, Wealth of Advice Ltd is a reliable choice for anyone seeking expert financial planning and investment services in Durham.

👍 Reviews of Wealth of Advice Ltd

Derek B.

5/5

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.

Alex T.

5/5

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 P.

5/5

I have been with Chris and the team since early 2019 on the recommendation of a family member and have no regrets with the decision.
The have proved to be invaluable with advise on my Pensions & investments. I would highly recommend Chris and his team to anyone.

Keith S.

5/5

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.

BM H.

5/5

We have been with Wealth of Advice for over 5 years and have been very pleased with their work. Chris and his team are knowledgeable, professional and responsive. Highly recommended!

Pam S.

5/5

Been with Chris and the team for a few years now and he has always provided good advice and explained it in a way that is easy to understand. I am no expert but i feel confident with the information he has given to allow me to make the best decisions for my needs.

Valerie N.

5/5

Very helpful always good advice need them often as I am old and get very confused with tax payments etc thank you all for your help and support xxx

Deborah O.

5/5

5 stars service and help on hand ! Professional to the core! I spoke to Christian, he gave me reassurance and advice over the phone .