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Reviews, get directions and contact details for Wealth of Advice Ltd

Wealth of Advice Ltd
"Independent Financial Planners specialising in Retirement Planning"
Address: 3, Swale House, Mandale Business Park, Belmont Estate, Durham DH1 1TH, UK
Phone: 0191 384 1008
State: County Durham
City: Durham
Zip Code: DH1 1TH

opening times

Monday: 8:00 AM – 6:00 PM
Tuesday: 8:00 AM – 12:00 AM
Wednesday: 8:00 AM – 6:00 PM
Thursday: 8:00 AM – 6:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
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.
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.
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.
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.
Very professional and personal advice , backed up by an excellent online portal. Chris and his staff are very courteous and communicate complex financial issues with clarity.
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