Wealth of Advice

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Wealth of Advice Independent Financial Advice in Durham & South Shields - we work hard for people who've worked hard. Financial planning isn’t just for the mega rich and famous.

Since 2011 we’ve been helping hard-working people confidently retire – sometimes earlier and happier than they expected. We know how big a decision that is. Our clients have grafted for decades to build their pensions – they’re not about to be ripped off now. So we don’t try to woo clients with fancy fish tanks, gold-foiled brochures and outlandish promises. The only promise we make is that our advice and service will be so good, that in a few years’ time they’ll be recommending us to their friends. That’s the Wealth of Advice guarantee. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up so you may get back less than you invested.

Wealth of Advice has been named one of Citywire New Model Adviser’s Top 100 Financial Advice Firms for 2026. 🎉This recog...
23/10/2026

Wealth of Advice has been named one of Citywire New Model Adviser’s Top 100 Financial Advice Firms for 2026. 🎉

This recognition means a great deal to us because it reflects what our team works hard to deliver every day: high-quality financial advice, thoughtful long-term planning and a genuinely personal service.

Most importantly, we couldn’t have achieved this without the trust our clients place in us. Thank you for allowing us to be part of your journey and for recommending us to your families, friends and colleagues.

And, of course, a huge thank you to every member of the Wealth of Advice team. This is a fantastic achievement and one we can all feel proud of.

We’re delighted to share that our Head of Marketing, Skye Bulmer, has been named Young Marketing Specialist of the Year ...
20/10/2026

We’re delighted to share that our Head of Marketing, Skye Bulmer, has been named Young Marketing Specialist of the Year at the 2026 Money Marketing Young Financial Planner Awards.

The award was presented in London on 6 October and recognises Skye’s work in developing an education-led approach to marketing at Wealth of Advice, helping us reach and support more people as they approach and enjoy retirement.

From all of us at Wealth of Advice, congratulations Skye!

04/10/2026

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!

01/10/2026

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!

04/09/2026

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.

From great golf and great company to some wonderful feedback from the clients who joined us, it was a day that perfectly reflected what Wealth of Advice is all about: building lasting relationships with our clients and supporting our local community.

We're also proud to have raised over £1,000 for St Cuthbert's Hospice through our raffle.

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

We're delighted to share that Wealth of Advice has been shortlisted for Young Financial Planning Team of the Year at the...
25/08/2026

We're delighted to share that Wealth of Advice has been shortlisted for Young Financial Planning Team of the Year at the Young Financial Planner Awards 2026.

This recognition reflects the dedication, expertise and teamwork shown across our business every day. From supporting clients through life's biggest financial decisions to continually improving the service we provide, this nomination is a testament to the collective effort of our entire team.

We're incredibly proud to be recognised alongside other outstanding firms from across the profession and would like to thank everyone who has contributed to our journey so far.

Congratulations to all the finalists, and we look forward to celebrating with the industry in October!

Earlier this month, we had the privilege of attending a very special celebration as one of our longest-standing clients,...
27/07/2026

Earlier this month, we had the privilege of attending a very special celebration as one of our longest-standing clients, Audrey, marked her 100th birthday.

Reaching a century is an incredible milestone and it was wonderful to see Audrey surrounded by family and friends, sharing stories, memories and plenty of laughter.

We are honoured to have been part of Audrey’s journey and would like to wish her a very happy 100th birthday. Here’s to a remarkable life well lived and many more happy moments ahead.

We hope you're enjoying the World Cup as much as we are! 🏴󠁧󠁢󠁥󠁮󠁧󠁿A few eagle-eyed viewers may have spotted some familiar ...
06/07/2026

We hope you're enjoying the World Cup as much as we are! 🏴󠁧󠁢󠁥󠁮󠁧󠁿

A few eagle-eyed viewers may have spotted some familiar faces in the crowd on the telly recently...

Our water bottles have already travelled far and wide, but a World Cup appearance is going to take some beating! 🏆

Keep sending us your water bottle photos from wherever retirement takes you and if you haven't picked a bottle up yet, let us know.

On Friday, Chris and friends completed the Longest Day of Golf Challenge and have managed to raise an astounding £2,503 ...
23/06/2026

On Friday, Chris and friends completed the Longest Day of Golf Challenge and have managed to raise an astounding £2,503 for St Cuthbert’s Hospice!

This is such an amazing achievement and will go directly towards supporting their hard work!

There is still time to donate if you haven’t already - the amount we’ve raised so far is amazing, any donations big or small would be greatly appreciated.

https://www.justgiving.com/page/wealth-of-advice-longest-day-of-golf-2026?utm_medium=FA&utm_source=CL

Chris and friends are currently around halfway through their Longest Day of Golf challenge for St Cuthbert's Hospice at ...
19/06/2026

Chris and friends are currently around halfway through their Longest Day of Golf challenge for St Cuthbert's Hospice at Castle Eden Golf Club!

We'd like to say a huge thank you to the club for their warm welcome this morning and for kindly providing the team with breakfast sandwiches to get them fuelled up for the long day ahead.

If you'd like to support Chris and the team as they power through the challenge, any donations (big or small) would make a real difference to the hospice.

You can donate here: https://www.justgiving.com/page/wealth-of-advice-longest-day-of-golf-2026

Best of luck guys!

Address

Swale House Unit 3
Durham
DH11TH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+441913841008

Website

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