Wealth of Advice

14/04/2026

Join us for a free retirement webinar in May with the opportunity to ask our advisers questions!

Matthew & Joe will provide insight on:

- What does retirement mean for you?
- Key things to consider as you approach retirement
- Different types of pensions explained
- Your retirement options
- Common questions when approaching retirement
- How financial planning can help

With session available on the 14th & 15th of May, make sure you secure your spot!

We'll help you achieve your long-term goals with a solid financial plan and ongoing management, whether that's retiring early or passing on wealth to your family.

10/03/2026

A huge congratulations to Horden CW Girls on being crowned League Champions!

We're incredibly proud to sponsor this brilliant team and support such inspiring young talent in our local community.

A special shoutout to our Head of Administration Gemma's daughter, who played her heart out all season, and to her dad Craig, whose dedication as coach has helped guide the team to victory.

Well done girls!

Some things in football are pretty special, and this was one of them moments 💫

What a season, what a bunch of girls!

LEAGUE CHAMPIONS 🔴⚫️⚽️

06/03/2026

We had an amazing time at Durham Sixth Form Centre yesterday for their Girls in Maths insight day!

Aimee spoke to Year 7 and Year 9 girls about her career in financial planning and why maths is such an important subject for the future.

We're passionate about encouraging young women to see what's possible, and we loved being part of the day!

02/02/2026

We had a fantastic day at our Annual Client Conference at Sixty-One Durham last Friday!

Around 100 clients joined us for an afternoon full of updates, insights and industry trends.

A huge thank you to our brilliant speakers for sharing their expertise with our clients - Keith from Columbia Threadneedle, Henry from Elston Consulting and David from Downing.

And of course, thank you to all our clients for attending and for your continued trust.

An extra special thank you to those who kindly took the time to share a video testimonial on the day - we truly appreciate it.

We're looking forward to our next event with plans to host in our office in the near future!

14/01/2026

We're back in 2026 with new Retire Well podcast episodes every Tuesday!

We're starting the new year with a Pension Basics mini-series, with our first episode focusing on Defined Contribution Pensions.

Joe & Matthew cover what a DC pension actually is, how it's taxed, and the choices you face when it comes to turning it into retirement income.

In case you missed it, you can catch our latest episode with an accompanying blog on our new Retire Well website.

Happy new year from us!

If you’re approaching retirement, chances are most of your pension savings are held in a Defined Contribution (DC) pension.

10/12/2025

We're Hiring: Financial Services Administrator

Join our team as a Financial Services Administrator in Durham. If you’re organised, detail-focused, and passionate about helping clients achieve their financial goals, we’d love to hear from you!

Visit our website for more information and to apply:

At Wealth of Advice, we are purely client-focused. That's why we're looking to grow our team, to help continue to provide the highest possible level of service to new and existing clients. We specialise in pensions and investments, especially helping people to retire.

20/11/2025

✨ We’ve made the Citywire New Model Adviser Top 100 (again)! ✨

What does that mean?

In simple terms, this list celebrates the best financial planning firms in the UK – those who go above and beyond for their clients and the profession.
‍
Citywire looks at things like:

- Adviser qualifications and expertise
- How we use technology to make life easier for clients
- Our commitment to education and professional standards
- Community involvement and giving back
‍
It’s not just about numbers – it’s about quality advice, innovation, and care for clients.
‍
We’re proud to be recognised among the top firms shaping the future of financial planning. A huge thank you to our amazing team and our clients for trusting us to guide your financial journey.

04/11/2025

Attend our Annual Client Conference!

Registration is now open for our Annual Client Conference which will take place on 30th January 2026 at our new venue, Sixty-One Durham.

If you haven’t registered already, you can use the link below to reserve your spot:

https://www.wealthofadvice.co.uk/annual-client-conference-registration

Once you’ve signed up, we’ll be in touch in the coming weeks with more details regarding our speakers and plans for the day.

We hope to see you there!

02/11/2025

After the success of our calendar last year, we’re in the process of putting together another calendar for 2026.

This year, we’re creating a desk calendar which features photos of our clients enjoying their retirement, whether that’s scenic photos from holiday or enjoying walks with the dog.

If you're a Wealth of Advice client, send us your photos with your name and where they were taken to be featured in our calendar!

31/10/2025

We’re proud to share that our Head of Investment Research, Jordan, has officially graduated as a Fellow of the Personal Finance Society!

This award reflects Jordan’s exceptional commitment to professional development, ethical standards, and technical excellence in financial services.

Jordan’s achievement not only highlights his personal drive but also strengthens our team’s ability to deliver insightful, research-led investment strategies for our clients. It’s a milestone worth celebrating — well done Jordan!

30/10/2025

We’re thrilled to share that our Step by Step fundraiser in support of St Cuthbert's Hospice has now come to a close — and thanks to the incredible generosity of our clients, colleagues, and community, we raised an amazing £2,800!

Over the course of 30 days, our team walked and ran a combined 1,988km, honouring the founding year of the hospice and helping raise vital funds for the compassionate care they provide across County Durham.

To mark the end of Step by Step, Supporter Engagement Coordinator Alex Lloyd paid a visit to our office on behalf of the hospice to take this photo with Matthew and Jayne, the driving forces behind our fundraiser - it was a proud moment!

We’d like to extend a heartfelt thank you to everyone who donated, shared our story, or cheered us on. Your support means the world to us, but more importantly, to the hospice.