Wealth of Advice
Durham firm of chartered financial planners at Mandale Business Park offering independent advice on pensions, retirement, investments and estate planning.
About Wealth of Advice
Wealth of Advice is a firm of chartered financial planners based at Swale House on Mandale Business Park, on the Belmont side of Durham. It has been advising clients since 2011 and describes its service as independent financial advice, covering pensions and retirement, investment management, and estate and tax planning.
The practice focuses on long-term goals such as retiring early, drawing an income in retirement and passing wealth on to family. Initial discussions are free of charge and the firm says it tells clients in advance before any charges begin. It is authorised and regulated by the Financial Conduct Authority (firm reference 563909).
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