Wealth of Advice

Retirement Specialists who are trusted by the people you trust - we keep on grafting so you don't have to.

[Wealth of Advice @WealthOfAdvice]

What’s it really like to be a Wealth of Advice client?

Rather than answering that ourselves, we thought we’d ask some of the people best placed to tell you.

Thank you Brian for sitting down to tell us about your experience with Wealth of Advice!

[Wealth of Advice @WealthOfAdvice]

One of the best parts of our recent Golf Day was having the opportunity to spend time with some of the clients we’ve worked with for many years.

Thank you Roy for sitting down with us and telling us about your experience with Wealth of Advice over the years!

[Wealth of Advice @WealthOfAdvice]

Our annual Client Golf Day is one of the highlights of the year, and last Friday's event at Castle Eden Golf Club certainly didn't disappoint.

Thank you to everyone who attended and helped make the day so memorable, and congratulations to our competition winners!

[Wealth of Advice @WealthOfAdvice]

It's less than 6 months until our next Annual Client Conference!

We thought this would be the perfect time to share a lovely testimonial from our client Bev at last year's event.

#RetirementPlanning #FinancialAdvice #WoA

[Wealth of Advice @WealthOfAdvice]

Huge congratulations to our Paraplanner Jess, who achieved the Diploma in Regulated Financial Planning last week!

Jess is the sixth member of our team to reach this status through study leave and exams provided by us at Wealth of Advice.

Well done! 🎉

[Wealth of Advice @WealthOfAdvice]

Great to chat with the members at Brancepeth Castle Golf Club today!

We're looking to do more drop-in sessions like this in the near future, so keep an eye out for dates if you missed us today.

[Wealth of Advice @WealthOfAdvice]

Your retirement goals could be closer than you think!

This was the case for our clients Graham & Janet, who are currently enjoying travelling the world in their retirement.

Read more: https://t.co/vJL6GYYjwS

[Wealth of Advice @WealthOfAdvice]

Thank you Gordon, for leaving us this glowing testimonial at our client event last month.

If you would like financial planning that looks after you and your loved ones, get in touch with us today.

[Wealth of Advice @WealthOfAdvice]

We want to say thank you to our clients who attended our Annual Client Conference at Durham Cricket Club last week, as well as to our excellent speakers who made the trek up north for our clients. Special thanks to John, who was happy to leave us some glowing feedback!

[Wealth of Advice @WealthOfAdvice]

Curious about your retirement options?

Our free guide explains the benefits of retirement planning, as well as the options available to you in retirement.

https://t.co/njLYVCLH4D

[Wealth of Advice @WealthOfAdvice]

Could 2024 be the year that you retire?

Seeking financial advice can give you the answer, and we're more than happy to help you start your journey.

Get in touch with us today to talk about your options.

[Wealth of Advice @WealthOfAdvice]

A familiar face has been featured in the New Model Adviser this week!

We like to attend as many of these events as possible to talk to fund managers about our client's questions.

https://t.co/JlfyNO1em7

[Wealth of Advice @WealthOfAdvice]

In case you missed it, our latest video discusses the recent changes announced in Jeremy Hunt's Autumn Statement, and what it could mean for you.

You can watch the full video below!

https://t.co/oVZpzTOulz

[Wealth of Advice @WealthOfAdvice]

Don't forget, we're hosting a Retirement Clinic at our Durham office next month.

Pop in if you want to know more about your options in retirement and how having a financial plan can make a difference - tea and biscuits provided!

Register your place: https://t.co/8euOnpOjwe

[Wealth of Advice @WealthOfAdvice]

If you're after security and a guaranteed income for life in retirement, then an annuity could be a good option for you.

We've created a free guide to Annuities so you can get to grips with what they have to offer, which you can get by clicking below.

https://t.co/8m2yUVm19d

[Wealth of Advice @WealthOfAdvice]

If #PensionAwarenessWeek has you thinking more about your options in retirement, you might find that an Annuity could be the right choice for you.

[Wealth of Advice @WealthOfAdvice]

Could income drawdown be the right option for you in retirement?

If you're looking for flexibility with your income, then income drawdown could be the right choice for you.

#PensionAwarenessWeek #RetirementPlanning

[Wealth of Advice @WealthOfAdvice]

Are you emotionally ready to retire?

While having enough income in retirement is definitely important, you should also consider the emotional aspects of retirement.

#PensionAwarenessWeek #RetirementPlanning

[Wealth of Advice @WealthOfAdvice]

How does Inheritance Tax work if you're married?

You can watch the full video on Inheritance Tax here: https://t.co/CdLGycWIYf

#inheritancetax #financialplanning

[Wealth of Advice @WealthOfAdvice]

Is my ex entitled to my pension after we divorce?

#divorce #pensions #financialadviser

Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.