Wealth of Advice

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!

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.

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.

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

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!

17/06/2026

🎉 We've been shortlisted - again! 🎉

We're incredibly proud to share that Wealth of Advice has been shortlisted for the Small Advice Firm of the Year award at the Money Marketing Awards for the third year in a row!

This recognition is a testament to the dedication, expertise and hard work of our team, and of course to our clients who have left us so many glowing testimonials.

We've got our fingers crossed for a win this year, so keep an eye out for the results in September. 🤞

11/06/2026

Got questions about retirement? This is your chance to get real answers.

We're inviting listeners of the Retire Well podcast to join us for an exclusive live Q&A session with Matthew and Joe, taking place on Wednesday 24th June at 17:30.
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Whether you're wondering when you can retire, how to make your money last, or simply want a clearer plan for the years ahead, this is your opportunity to ask us directly.

What to expect:
Clear, easy to understand answers to your retirement questions
Real conversation - not a lecture
Topics shaped by you and what matters most to your situation

Reserve your spot - spaces are limited to keep the session interactive.

https://www.retirewellpodcast.co.uk/events

We hope to see you there!

02/06/2026

Chris is taking on the Longest Day of Golf at Castle Eden Golf Club to raise funds for St Cuthbert’s Hospice, a charity that provides incredible care and support to people with life-limiting illnesses and their families.

On the day, Chris and five friends will complete three full rounds of golf (54 holes) all in one day. That’s a long, demanding day on the course, but it’s nothing compared to the challenges faced by those supported by the hospice.

St Cuthbert’s Hospice offers compassionate, specialist care that makes a real difference at the most difficult times in people’s lives. Supporting them means helping ensure that this vital service continues to be there for our community.

Any donation, big or small, would be hugely appreciated and will go directly towards supporting their work.

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

28/05/2026

From the beaches of Rhodes to Radio 1 Big Weekend, our new Wealth of Advice water bottles will keep your beverages cool this summer!

Grab one next time you’re in the office and remember to take photos on your adventures so we can see how you’re enjoying your retirement.

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.