We have been offering sound advice and guidance to clients for over thirty years. We pride ourselves on our ability to build steadfast relationships with those who come through our door, helping thosefrom across the North East and Cumbria make the most of their earnings. We also help those in the wider community to achieve their goals, supporting a plethora of worthy local causes.
A financial planning company at the Mandale Business Park in Belmont, Durham. Wealth of Advice offers solutions across a vast range of services, from retirement planning to mortgage advice. We offerguidance across the North East, serving the needs of clients in County Durham, Tyneside, Teesside and Northumberland, as well as further afield. We believe in providing our clients with the best possible financial advice, tailored to their situation and lifestyle. It’s not just about selling a product or a service – it has to be right for them.
Whether you're looking for a robust financial plan, investment strategy or simply need advice about a specific financial matter, we're here to help you on an independent and impartial basis. We aim tobe the UK’s most trusted and accessible provider of lifelong financial advice. Whatever your circumstances or depth of advice required, we aim to treat all clients equally.
We provide advice and help following a free personal and/or business financial review which can take place at a convenient time and place for you. Usually a review will start with a very broaddescription of your concerns and aspirations, before progressing to a thorough financial review. Following your free initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We offer real-world, jargon-free advice on financial planning, retirement and pensions, investing and tax planning. We're committed to helping you achieve your real-life ambitions and targets, byhelping ensure that you have the financial resources you need to achieve your lifetime goals.
We are focused on investment advice, Pensions restructuring, and Estate planning to assist you in achieving your longer term financial objectives so you can enjoy the lifestyle you deserve. Weestablished Estate Matters Financial to set the highest standards of advice, qualification and service by developing robust systems and procedures that will stand up to the severest scrutiny.
Because we are independent, we advise on mortgages from the whole of market. Whole of market means we are not tied to any particular financial institution or bank, and so can advise on a wide range offinancial products. Our goal is to find the best buy for you.
Tait Walker have demonstrated a high level of client service throughout our Automatic Enrolment process. They have been very flexible and demonstrated real value for money. We are an independent,award winning accountancy practice. Our specialist team provides large corporates, owner managed businesses and individuals with a complete set of accountancy and advisory services. Find out more about who we are and what we do.
Wise Financial Consulting has over 20 years of experience in the financial sector and has a number of professional connections who are happy to recommend us. We were established specifically becausewe believed that people were simply becoming account numbers and sort codes and that personal service and pride had gone from the financial sector.
The company was formed by Neil White and Simon Atkinson in January 2007 with the aim of getting back to the basic principles of Financial Services, namely to provide good quality independent financialadvice to clients in a personable and friendly manner. In our dealings with clients we try to avoid the use of jargon and express our advice and recommendations in plain English as far as that is possible.