Wealth of Advice Ltd - Durham

Address: Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, United Kingdom.
Phone: 1913841008.
Website: wealthofadvice.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointment required.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Wealth of Advice Ltd

☎️1913841008

⏰ Open Hours of Wealth of Advice Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Overview of Wealth of Advice Ltd

Wealth of Advice Ltd, situated at Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, United Kingdom, stands out as a trusted financial advisory firm. With a phone number 1913841008 readily available, potential clients can easily reach out for personalized financial guidance. Their professional services include financial planning and investment services, catering to a wide range of clients' needs.

Location and Accessibility

The firm's location at Swale House is conveniently situated, ensuring accessibility for all. Notably, Wealth of Advice Ltd boasts an inclusive approach with a wheelchair-accessible car park, entrance, and toilet, making their services accessible to everyone, including those with mobility challenges. This commitment to accessibility sets them apart in the industry.

Services and Availability

Offering both online appointments and on-site services, Wealth of Advice Ltd provides flexibility to their clients. This means whether you prefer the convenience of virtual consultation or the immediacy of in-person advice, they've got you covered. Their services are not just available by appointment, but they also ensure that all their facilities, including the toiletries and additional amenities, are ready for their clients when needed.

Special Recognition

Clients have left glowing reviews, with an impressive average rating of 4.9/5 on Google My Business out of 17 reviews. Many commend the firm for their helpful advice, especially valuing it from those who frequently require assistance with complex matters like tax payments. The warmth and support expressed suggest a client-centric approach that goes beyond mere financial advice.

Key Features and Inclusion

Wealth of Advice Ltd prides itself on being LGBTQ+ friendly, reflecting their commitment to inclusivity. This aspect, combined with their comprehensive services, underscores their dedication to serving a diverse clientele. The firm also emphasizes the importance of appointments, ensuring that clients receive undivided attention and personalized service.

Recommendation for Potential Clients

For anyone in search of reliable financial guidance, Wealth of Advice Ltd is highly recommended. Their expertise in financial planning and investment services, coupled with their welcoming and accessible environment, makes them an ideal choice. Given their high customer satisfaction rate, it’s clear that they deliver on their promise of helpful and insightful advice.

To take the first step towards securing your financial future, consider reaching out through their website at wealthofadvice.co.uk. Whether you're looking for guidance on investing or need help navigating the complexities of tax payments, Wealth of Advice Ltd is ready to assist you. Don't wait – your financial peace of mind could be just a click away.

👍 Reviews of Wealth of Advice Ltd

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

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.

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 .

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.